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Alera Investment Advisors’s Brown & Brown BRO Stock Holding History

Alera Investment Advisors’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
Q2 		– Sell
-64
Closed -$2K – 207
2019
Q1 		$2K Hold
64
– – ﹤0.01% 793
2018
Q4 		$2K Buy
+64
New +$1.81K ﹤0.01% 731

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return

Alera Investment Advisors's BRO Position: Q2 2019 in Review

Alera Investment Advisors sold out of Brown & Brown (BRO) in Q2 2019, closing a stake of 64 shares — an estimated $2K sold.

Alera Investment Advisors first reported a position in BRO in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 332 funds tracked by Wall St. Rank hold BRO as of Q2 2019.

  • Alera Investment Advisors reported no remaining Brown & Brown position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 64 Brown & Brown shares in Q2 2019, an estimated $2K.
  • Alera Investment Advisors first reported a position in Brown & Brown in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Brown & Brown position peaked at $2K in Q1 2019.
  • 332 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.