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Allred Capital Management’s Brown & Brown BRO Stock Holding History

Allred Capital Management’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
Q2 		– Sell
-1,101
Closed -$50.3K – 261
2021
Q1 		$50.3K Buy
+1,101
New +$50.5K 0.02% 382
2020
Q1 		– Sell
-846
Closed -$33.4K – 207
2019
Q4 		$33.4K Buy
+846
New +$31.8K 0.02% 387

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Allred Capital Management's BRO Position: Q2 2021 in Review

Allred Capital Management sold out of Brown & Brown (BRO) in Q2 2021, closing a stake of 1,101 shares — an estimated $50.3K sold.

Allred Capital Management first reported a position in BRO in Q4 2019 and held it in 2 quarters. The position peaked at $50.3K in Q1 2021. 470 funds tracked by Wall St. Rank hold BRO as of Q2 2021.

  • Allred Capital Management reported no remaining Brown & Brown position as of Q2 2021 after selling out during the quarter.
  • Allred Capital Management sold 1,101 Brown & Brown shares in Q2 2021, an estimated $50.3K.
  • Allred Capital Management first reported a position in Brown & Brown in Q4 2019 and held it in 2 quarters.
  • Allred Capital Management's Brown & Brown position peaked at $50.3K in Q1 2021.
  • 470 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.