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Watchtower Advisors’s Brown & Brown BRO Stock Holding History

Watchtower 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
2022
Q2 		– Sell
-47,522
Closed -$3.43M – 12
2022
Q1 		$3.43M Sell
47,522
-40,000
-46% -$2.68M 1.72% 13
2021
Q4 		$6.15M Buy
+87,522
New +$5.65M 3.97% 10

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Watchtower Advisors's BRO Position: Q2 2022 in Review

Watchtower Advisors sold out of Brown & Brown (BRO) in Q2 2022, closing a stake of 47,522 shares — an estimated $3.43M sold.

Watchtower Advisors first reported a position in BRO in Q4 2021 and held it in 2 quarters. The position peaked at $6.15M in Q4 2021. 574 funds tracked by Wall St. Rank hold BRO as of Q2 2022.

  • Watchtower Advisors reported no remaining Brown & Brown position as of Q2 2022 after selling out during the quarter.
  • Watchtower Advisors sold 47,522 Brown & Brown shares in Q2 2022, an estimated $3.43M.
  • Watchtower Advisors first reported a position in Brown & Brown in Q4 2021 and held it in 2 quarters.
  • Watchtower Advisors's Brown & Brown position peaked at $6.15M in Q4 2021.
  • 574 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2022.

Based on Watchtower Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.