AP
BRO icon

AHL Partners’s Brown & Brown BRO Stock Holding History

AHL Partners’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
2017
Q4 		$2.61M Buy
101,420
+80,960
+396% +$2.03M 0.04% 655
2017
Q3 		$493K Buy
20,460
+4,866
+31% +$109K 0.01% 1056
2017
Q2 		$336K Sell
15,594
-7,704
-33% -$165K 0.01% 1004
2017
Q1 		$486K Sell
23,298
-36,518
-61% -$790K 0.01% 960
2016
Q4 		$1.34M Buy
59,816
+7,922
+15% +$161K 0.04% 603
2016
Q3 		$979K Buy
51,894
+22,488
+76% +$416K 0.04% 606
2016
Q2 		$551K Buy
29,406
+32
+0.1% +$569 0.03% 586
2016
Q1 		$525K Buy
29,374
+3,182
+12% +$51.1K 0.03% 569
2015
Q4 		$420K Hold
26,192
– – 0.03% 516
2015
Q3 		$406K Sell
26,192
-323,674
-93% -$5.31M 0.06% 454
2015
Q2 		$5.75M Buy
+349,866
New +$5.72M 0.23% 125

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return