Berman Capital Advisors’s Brown & Brown BRO Stock Holding History

Berman Capital 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
2021 Q3	$72K	Buy	1,303 +406	+45%	+$22.6K	0.01%	540
2021 Q2	$47K	Buy	897 +48	+6%	+$2.47K	0.01%	608
2021 Q1	$38K	Buy	849 +571	+205%	+$26.2K	0.01%	578
2020 Q4	$13K	Buy	278 +1	+0.4%	+$46	﹤0.01%	809
2020 Q3	$12K	Hold	277	–	–	﹤0.01%	736
2020 Q2	$11K	Buy	277 +61	+28%	+$2.35K	﹤0.01%	714
2020 Q1	$7K	Hold	216	–	–	﹤0.01%	760
2019 Q4	$8K	Buy	216 +1	+0.5%	+$38	﹤0.01%	818
2019 Q3	$7K	Hold	215	–	–	﹤0.01%	826
2019 Q2	$7K	Buy	215 +140	+187%	+$4.44K	﹤0.01%	852
2019 Q1	$2K	Buy	+75	New	+$2.14K	﹤0.01%	1064

Other funds holding BRO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's BRO Position: Q3 2021 in Review

Berman Capital Advisors increased its Brown & Brown (BRO) stake by 45% in Q3 2021, buying an estimated $22.6K and bringing the position to 1,303 shares worth $72K. The position accounts for 0.01% of the portfolio, ranked #540.

Berman Capital Advisors first reported a position in BRO in Q1 2019 and has held it in 11 quarters since. 516 funds tracked by Wall St. Rank hold BRO as of Q3 2021.

Berman Capital Advisors held 1,303 shares of Brown & Brown worth $72K as of Q3 2021.
Berman Capital Advisors bought 406 Brown & Brown shares in Q3 2021, an estimated $22.6K.
Brown & Brown made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #540 holding.
Berman Capital Advisors first reported a position in Brown & Brown in Q1 2019 and has held it in 11 quarters since.
516 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.