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BB&T Investment Services’s Brown & Brown BRO Stock Holding History

BB&T Investment Services’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 		$565K Hold
22,020
– – 0.09% 185
2017
Q3 		$529K Buy
22,020
+1,800
+9% +$40.4K 0.11% 174
2017
Q2 		$434K Buy
20,220
+15,410
+320% +$330K 0.11% 171
2017
Q1 		$100K Buy
+4,810
New +$104K 0.04% 269

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
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 $530B 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

BB&T Investment Services's BRO Position: Q4 2017 in Review

BB&T Investment Services held its Brown & Brown (BRO) position steady in Q4 2017 at 22,020 shares worth $565K. The position accounts for 0.09% of the portfolio, ranked #185.

BB&T Investment Services first reported a position in BRO in Q1 2017 and has held it in 4 quarters since. 291 funds tracked by Wall St. Rank hold BRO as of Q4 2017.

  • BB&T Investment Services held 22,020 shares of Brown & Brown worth $565K as of Q4 2017.
  • BB&T Investment Services left its Brown & Brown share count unchanged in Q4 2017.
  • Brown & Brown made up 0.09% of BB&T Investment Services's portfolio in Q4 2017, its #185 holding.
  • BB&T Investment Services first reported a position in Brown & Brown in Q1 2017 and has held it in 4 quarters since.
  • 291 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.