Westpac Banking Corp’s Brown & Brown BRO Stock Holding History

Westpac Banking Corp’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 Q2	–	Sell	-19,510	Closed	-$1.12M	–	532
2023 Q1	$1.12M	Hold	19,510	–	–	0.02%	624
2022 Q4	$1.11M	Hold	19,510	–	–	0.02%	600
2022 Q3	$1.18M	Hold	19,510	–	–	0.02%	589
2022 Q2	$1.14M	Hold	19,510	–	–	0.01%	646
2022 Q1	$1.41M	Hold	19,510	–	–	0.02%	640
2021 Q4	$1.37M	Hold	19,510	–	–	0.01%	645
2021 Q3	$1.08M	Hold	19,510	–	–	0.01%	712
2021 Q2	$1.04M	Hold	19,510	–	–	0.01%	745
2021 Q1	$892K	Hold	19,510	–	–	0.01%	713
2020 Q4	$925K	Hold	19,510	–	–	0.01%	739
2020 Q3	$883K	Hold	19,510	–	–	0.01%	694
2020 Q2	$795K	Hold	19,510	–	–	0.01%	685
2020 Q1	$707K	Buy	19,510 +4,380	+29%	+$185K	0.01%	668
2019 Q4	$597K	Buy	+15,130	New	+$568K	0.01%	785

Other funds holding BRO

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Allspring Global Investments

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

Geode Capital Management

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

First Eagle Investment Management

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

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return