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West Oak Capital’s Brown & Brown BRO Stock Holding History

West Oak Capital’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
Q3 		– Sell
-400
Closed -$23K – 325
2022
Q2 		$23K Sell
400
-150
-27% -$9.21K 0.01% 199
2022
Q1 		$40K Hold
550
– – 0.02% 187
2021
Q4 		$39K Buy
+550
New +$35.5K 0.01% 198

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State Street
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
ACM
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Allspring Global Investments
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Geode Capital Management
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First Eagle Investment Management
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return