Boston Private Bank & Trust’s Brown & Brown BRO Stock Holding History

Boston Private Bank & Trust’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
2015 Q1	$11K	Buy	+688	New	+$11.1K	﹤0.01%	806

Other funds holding BRO

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

FPP

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

BFA

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

BIT

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

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

Boston Private Bank & Trust's BRO Position: Q1 2015 in Review

Boston Private Bank & Trust opened a new position in Brown & Brown (BRO) in Q1 2015: 688 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #806 among its holdings.

232 funds tracked by Wall St. Rank hold BRO as of Q1 2015.

Boston Private Bank & Trust held 688 shares of Brown & Brown worth $11K as of Q1 2015.
Brown & Brown was a new Boston Private Bank & Trust position in Q1 2015.
Brown & Brown made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #806 holding.
232 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.