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WR Wealth Planners’s Brown & Brown BRO Stock Holding History

WR Wealth Planners’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
Q4 		$16.4K Hold
161
– – 0.01% 513
2024
Q3 		$16.7K Buy
161
+10
+7% +$995 ﹤0.01% 538
2024
Q2 		$13.5K Hold
151
– – ﹤0.01% 527
2024
Q1 		$13.2K Buy
+151
New +$12.1K ﹤0.01% 538
2023
Q4 		– Sell
-157
Closed -$11K – 258
2023
Q3 		$11K Hold
157
– – ﹤0.01% 537
2023
Q2 		$10.8K Sell
157
-17
-10% -$1.08K ﹤0.01% 536
2023
Q1 		$9.99K Buy
+174
New +$10K ﹤0.01% 555

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
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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WR Wealth Planners's BRO Position: Q4 2024 in Review

WR Wealth Planners held its Brown & Brown (BRO) position steady in Q4 2024 at 161 shares worth $16.4K. The position accounts for 0.01% of the portfolio, ranked #513.

WR Wealth Planners first reported a position in BRO in Q1 2023 and has held it in 7 quarters since. The position peaked at $16.7K in Q3 2024. 873 funds tracked by Wall St. Rank hold BRO as of Q4 2024.

  • WR Wealth Planners held 161 shares of Brown & Brown worth $16.4K as of Q4 2024.
  • WR Wealth Planners left its Brown & Brown share count unchanged in Q4 2024.
  • Brown & Brown made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #513 holding.
  • WR Wealth Planners first reported a position in Brown & Brown in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Brown & Brown position peaked at $16.7K in Q3 2024.
  • 873 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.