V Wealth Advisors’s Brown & Brown BRO Stock Holding History

V Wealth Advisors’s Portfolio BRO Stock Details BRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-30,457	Closed	-$2.1M	–	145
2023 Q2	$2.1M	Sell	30,457 -757	-2%	-$48.1K	0.35%	58
2023 Q1	$1.79M	Sell	31,214 -3,062	-9%	-$176K	0.34%	66
2022 Q4	$1.95M	Sell	34,276 -238	-0.7%	-$13.9K	0.4%	51
2022 Q3	$2.09M	Buy	34,514 +910	+3%	+$57.3K	0.42%	47
2022 Q2	$1.96M	Sell	33,604 -188	-0.6%	-$11.5K	0.37%	60
2022 Q1	$2.44M	Sell	33,792 -624	-2%	-$41.8K	0.39%	47
2021 Q4	$2.42M	Buy	34,416 +224	+0.7%	+$14.4K	0.35%	55
2021 Q3	$1.9M	Buy	34,192 +646	+2%	+$36K	0.29%	73
2021 Q2	$1.78M	Buy	33,546 +23	+0.1%	+$1.18K	0.28%	80
2021 Q1	$1.53M	Hold	33,523	–	–	0.28%	87
2020 Q4	$1.59M	Buy	+33,523	New	+$1.54M	0.33%	70
2020 Q3	–	Sell	-31,753	Closed	-$1.29M	–	187
2020 Q2	$1.29M	Buy	+31,753	New	+$1.22M	0.34%	73

Other funds holding BRO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

V Wealth Advisors's BRO Position: Q3 2023 in Review

V Wealth Advisors sold out of Brown & Brown (BRO) in Q3 2023, closing a stake of 30,457 shares — an estimated $2.1M sold.

V Wealth Advisors first reported a position in BRO in Q2 2020 and held it in 12 quarters. The position peaked at $2.44M in Q1 2022. 626 funds tracked by Wall St. Rank hold BRO as of Q3 2023.

V Wealth Advisors reported no remaining Brown & Brown position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 30,457 Brown & Brown shares in Q3 2023, an estimated $2.1M.
V Wealth Advisors first reported a position in Brown & Brown in Q2 2020 and held it in 12 quarters.
V Wealth Advisors's Brown & Brown position peaked at $2.44M in Q1 2022.
626 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.