Advisor Group’s Brown & Brown BRO Stock Holding History

Advisor Group’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
2019 Q4	$1.04M	Sell	26,399 -1,076	-4%	-$40.4K	0.01%	1166
2019 Q3	$991K	Buy	27,475 +1,359	+5%	+$48.6K	0.01%	1144
2019 Q2	$875K	Sell	26,116 -20,767	-44%	-$658K	0.01%	1210
2019 Q1	$1.38M	Buy	46,883 +18,699	+66%	+$534K	0.01%	897
2018 Q4	$777K	Buy	28,184 +938	+3%	+$26.5K	0.01%	1109
2018 Q3	$806K	Sell	27,246 -1,092	-4%	-$32.5K	0.01%	1128
2018 Q2	$786K	Buy	28,338 +3,570	+14%	+$97.2K	0.01%	1004
2018 Q1	$630K	Sell	24,768 -4,122	-14%	-$108K	0.01%	1150
2017 Q4	$743K	Buy	28,890 +5,064	+21%	+$127K	0.01%	1078
2017 Q3	$574K	Buy	23,826 +1,334	+6%	+$29.9K	0.01%	1111
2017 Q2	$484K	Buy	22,492 +88	+0.4%	+$1.89K	0.01%	1168
2017 Q1	$467K	Sell	22,404 -50	-0.2%	-$1.08K	0.01%	1120
2016 Q4	$503K	Buy	22,454 +30	+0.1%	+$610	0.01%	1020
2016 Q3	$422K	Sell	22,424 -22,952	-51%	-$425K	0.01%	1064
2016 Q2	$848K	Buy	+45,376	New	+$806K	0.02%	680

Other funds holding BRO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

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

First Eagle Investment Management

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

Principal Financial Group

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

T. Rowe Price Associates

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

NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return