6 Meridian’s Brown & Brown BRO Stock Holding History

6 Meridian’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
2021 Q4	$283K	Buy	4,030 +8	+0.2%	+$516	0.02%	224
2021 Q3	$223K	Sell	4,022 -521	-11%	-$29K	0.02%	266
2021 Q2	$241K	Sell	4,543 -158	-3%	-$8.13K	0.02%	271
2021 Q1	$215K	Buy	+4,701	New	+$216K	0.02%	335
2020 Q1	–	Sell	-15,463	Closed	-$610K	–	482
2019 Q4	$610K	Buy	15,463 +519	+3%	+$19.5K	0.05%	233
2019 Q3	$539K	Sell	14,944 -2,183	-13%	-$78.1K	0.05%	322
2019 Q2	$574K	Buy	17,127 +302	+2%	+$9.57K	0.06%	209
2019 Q1	$497K	Buy	16,825 +82	+0.5%	+$2.34K	0.05%	294
2018 Q4	$461K	Sell	16,743 -168	-1%	-$4.75K	0.05%	277
2018 Q3	$500K	Sell	16,911 -614	-4%	-$18.3K	0.05%	290
2018 Q2	$486K	Sell	17,525 -467	-3%	-$12.7K	0.05%	275
2018 Q1	$458K	Sell	17,992 -2,284	-11%	-$59.7K	0.05%	300
2017 Q4	$522K	Buy	+20,276	New	+$509K	0.06%	211

Other funds holding BRO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

6 Meridian's BRO Position: Q4 2021 in Review

6 Meridian increased its Brown & Brown (BRO) stake by 0.2% in Q4 2021, buying an estimated $516 and bringing the position to 4,030 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #224.

6 Meridian first reported a position in BRO in Q4 2017 and has held it in 13 quarters since. The position peaked at $610K in Q4 2019. 552 funds tracked by Wall St. Rank hold BRO as of Q4 2021.

6 Meridian held 4,030 shares of Brown & Brown worth $283K as of Q4 2021.
6 Meridian bought 8 Brown & Brown shares in Q4 2021, an estimated $516.
Brown & Brown made up 0.02% of 6 Meridian's portfolio in Q4 2021, its #224 holding.
6 Meridian first reported a position in Brown & Brown in Q4 2017 and has held it in 13 quarters since.
6 Meridian's Brown & Brown position peaked at $610K in Q4 2019.
552 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2021.

Based on 6 Meridian's 13F filing for Q4 2021, filed 1 Feb 2022.