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 $6.73T AUM 46.02% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Westpac Banking Corp's BRO Position: Q2 2023 in Review

Westpac Banking Corp sold out of Brown & Brown (BRO) in Q2 2023, closing a stake of 19,510 shares — an estimated $1.12M sold.

Westpac Banking Corp first reported a position in BRO in Q4 2019 and held it in 14 quarters. The position peaked at $1.41M in Q1 2022. 604 funds tracked by Wall St. Rank hold BRO as of Q2 2023.

Westpac Banking Corp reported no remaining Brown & Brown position as of Q2 2023 after selling out during the quarter.
Westpac Banking Corp sold 19,510 Brown & Brown shares in Q2 2023, an estimated $1.12M.
Westpac Banking Corp first reported a position in Brown & Brown in Q4 2019 and held it in 14 quarters.
Westpac Banking Corp's Brown & Brown position peaked at $1.41M in Q1 2022.
604 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2023.

Based on Westpac Banking Corp's 13F filing for Q2 2023, filed 10 Aug 2023.