Baird’s Brown & Brown BRO Stock Holding History

Baird’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
2013 Q3	–	Sell	-22,250	Closed	-$359K	–	1072
2013 Q2	$359K	Buy	+22,250	New	+$352K	0.01%	868

Other funds holding BRO

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

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

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

FPP

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Marshfield Associates Washington, District of Columbia $4.99B AUM 1.59% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Baird's BRO Position: Q3 2013 in Review

Baird sold out of Brown & Brown (BRO) in Q3 2013, closing a stake of 22,250 shares — an estimated $359K sold.

Baird first reported a position in BRO in Q2 2013 and held it in 1 quarter. The position peaked at $359K in Q2 2013. 251 funds tracked by Wall St. Rank hold BRO as of Q3 2013.

Baird reported no remaining Brown & Brown position as of Q3 2013 after selling out during the quarter.
Baird sold 22,250 Brown & Brown shares in Q3 2013, an estimated $359K.
Baird first reported a position in Brown & Brown in Q2 2013 and held it in 1 quarter.
Baird's Brown & Brown position peaked at $359K in Q2 2013.
251 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2013.

Based on Baird's 13F filing for Q3 2013, filed 13 Nov 2013.