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Yorktown Management & Research Company’s Brown & Brown BRO Stock Holding History

Yorktown Management & Research Company’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
Q4 		– Sell
-5,050
Closed -$305K – 189
2022
Q3 		$305K Buy
5,050
+1,550
+44% +$97.5K 0.4% 104
2022
Q2 		$204K Buy
+3,500
New +$215K 0.26% 171

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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 $204B AUM 27.99% 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
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 $59.9B AUM 27.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Yorktown Management & Research Company's BRO Position: Q4 2022 in Review

Yorktown Management & Research Company sold out of Brown & Brown (BRO) in Q4 2022, closing a stake of 5,050 shares — an estimated $305K sold.

Yorktown Management & Research Company first reported a position in BRO in Q2 2022 and held it in 2 quarters. The position peaked at $305K in Q3 2022. 572 funds tracked by Wall St. Rank hold BRO as of Q4 2022.

  • Yorktown Management & Research Company reported no remaining Brown & Brown position as of Q4 2022 after selling out during the quarter.
  • Yorktown Management & Research Company sold 5,050 Brown & Brown shares in Q4 2022, an estimated $305K.
  • Yorktown Management & Research Company first reported a position in Brown & Brown in Q2 2022 and held it in 2 quarters.
  • Yorktown Management & Research Company's Brown & Brown position peaked at $305K in Q3 2022.
  • 572 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2022.

Based on Yorktown Management & Research Company's 13F filing for Q4 2022, filed 26 Jan 2023.