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Versor Investments’s Brown & Brown BRO Stock Holding History

Versor Investments’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
2024
Q1 		– Sell
-31,834
Closed -$2.26M – 696
2023
Q4 		$2.26M Buy
31,834
+28,334
+810% +$2.03M 0.46% 20
2023
Q3 		$244K Sell
3,500
-12,737
-78% -$908K 0.05% 550
2023
Q2 		$1.12M Sell
16,237
-6,663
-29% -$424K 0.19% 69
2023
Q1 		$1.31M Sell
22,900
-4,600
-17% -$264K 0.17% 71
2022
Q4 		$1.57M Buy
+27,500
New +$1.61M 0.13% 66
2022
Q3 		– Sell
-8,758
Closed -$511K – 801
2022
Q2 		$511K Sell
8,758
-3,042
-26% -$187K 0.02% 475
2022
Q1 		$853K Buy
+11,800
New +$791K 0.03% 159

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Versor Investments's BRO Position: Q1 2024 in Review

Versor Investments sold out of Brown & Brown (BRO) in Q1 2024, closing a stake of 31,834 shares — an estimated $2.26M sold.

Versor Investments first reported a position in BRO in Q1 2022 and held it in 7 quarters. The position peaked at $2.26M in Q4 2023. 716 funds tracked by Wall St. Rank hold BRO as of Q1 2024.

  • Versor Investments reported no remaining Brown & Brown position as of Q1 2024 after selling out during the quarter.
  • Versor Investments sold 31,834 Brown & Brown shares in Q1 2024, an estimated $2.26M.
  • Versor Investments first reported a position in Brown & Brown in Q1 2022 and held it in 7 quarters.
  • Versor Investments's Brown & Brown position peaked at $2.26M in Q4 2023.
  • 716 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2024.

Based on Versor Investments's 13F filing for Q1 2024, filed 13 May 2024.