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

WCG 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
2024
Q1 		– Sell
-29,181
Closed -$2.08M – 259
2023
Q4 		$2.08M Sell
29,181
-460
-2% -$32.9K 0.15% 132
2023
Q3 		$2.07M Buy
+29,641
New +$2.11M 0.15% 132

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WCG Wealth Advisors's BRO Position: Q1 2024 in Review

WCG Wealth Advisors sold out of Brown & Brown (BRO) in Q1 2024, closing a stake of 29,181 shares — an estimated $2.08M sold.

WCG Wealth Advisors first reported a position in BRO in Q3 2023 and held it in 2 quarters. The position peaked at $2.08M in Q4 2023. 715 funds tracked by Wall St. Rank hold BRO as of Q1 2024.

  • WCG Wealth Advisors reported no remaining Brown & Brown position as of Q1 2024 after selling out during the quarter.
  • WCG Wealth Advisors sold 29,181 Brown & Brown shares in Q1 2024, an estimated $2.08M.
  • WCG Wealth Advisors first reported a position in Brown & Brown in Q3 2023 and held it in 2 quarters.
  • WCG Wealth Advisors's Brown & Brown position peaked at $2.08M in Q4 2023.
  • 715 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2024.

Based on WCG Wealth Advisors's 13F filing for Q1 2024, filed 13 May 2024.