BNC Wealth Management’s Brown & Brown BRO Stock Holding History

BNC Wealth 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
2020 Q4	–	Sell	-1,248	Closed	-$56K	–	146
2020 Q3	$56K	Buy	+1,248	New	+$55.7K	0.04%	162

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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 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

BNC Wealth Management's BRO Position: Q4 2020 in Review

BNC Wealth Management sold out of Brown & Brown (BRO) in Q4 2020, closing a stake of 1,248 shares — an estimated $56K sold.

BNC Wealth Management first reported a position in BRO in Q3 2020 and held it in 1 quarter. The position peaked at $56K in Q3 2020. 464 funds tracked by Wall St. Rank hold BRO as of Q4 2020.

BNC Wealth Management reported no remaining Brown & Brown position as of Q4 2020 after selling out during the quarter.
BNC Wealth Management sold 1,248 Brown & Brown shares in Q4 2020, an estimated $56K.
BNC Wealth Management first reported a position in Brown & Brown in Q3 2020 and held it in 1 quarter.
BNC Wealth Management's Brown & Brown position peaked at $56K in Q3 2020.
464 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.