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Aureus Asset Management’s Brown & Brown BRO Stock Holding History

Aureus Asset 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
Q1 		– Sell
-13,475
Closed -$639K – 181
2020
Q4 		$639K Hold
13,475
– – 0.05% 111
2020
Q3 		$610K Buy
+13,475
New +$601K 0.06% 108

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Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Aureus Asset Management's BRO Position: Q1 2021 in Review

Aureus Asset Management sold out of Brown & Brown (BRO) in Q1 2021, closing a stake of 13,475 shares — an estimated $639K sold.

Aureus Asset Management first reported a position in BRO in Q3 2020 and held it in 2 quarters. The position peaked at $639K in Q4 2020. 456 funds tracked by Wall St. Rank hold BRO as of Q1 2021.

  • Aureus Asset Management reported no remaining Brown & Brown position as of Q1 2021 after selling out during the quarter.
  • Aureus Asset Management sold 13,475 Brown & Brown shares in Q1 2021, an estimated $639K.
  • Aureus Asset Management first reported a position in Brown & Brown in Q3 2020 and held it in 2 quarters.
  • Aureus Asset Management's Brown & Brown position peaked at $639K in Q4 2020.
  • 456 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2021.

Based on Aureus Asset Management's 13F filing for Q1 2021, filed 14 May 2021.