Wipfli Financial Advisors’s Brown & Brown BRO Stock Holding History

Wipfli Financial 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 Q3	$124K	Buy	+2,052	New	+$129K	0.01%	629

Other funds holding BRO

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wipfli Financial Advisors's BRO Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Brown & Brown (BRO) in Q3 2022: 2,052 shares worth $124K. The stake represents 0.01% of the portfolio and ranks #629 among its holdings.

566 funds tracked by Wall St. Rank hold BRO as of Q3 2022.

Wipfli Financial Advisors held 2,052 shares of Brown & Brown worth $124K as of Q3 2022.
Brown & Brown was a new Wipfli Financial Advisors position in Q3 2022.
Brown & Brown made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #629 holding.
566 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.