Canton Hathaway’s Brown & Brown BRO Stock Holding History

Canton Hathaway’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	-2,965	Closed	-$134K	–	262
2020 Q3	$134K	Buy	+2,965	New	+$132K	0.05%	136

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 $3.38T AUM 44.17% 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

Canton Hathaway's BRO Position: Q4 2020 in Review

Canton Hathaway sold out of Brown & Brown (BRO) in Q4 2020, closing a stake of 2,965 shares — an estimated $134K sold.

Canton Hathaway first reported a position in BRO in Q3 2020 and held it in 1 quarter. The position peaked at $134K in Q3 2020. 464 funds tracked by Wall St. Rank hold BRO as of Q4 2020.

Canton Hathaway reported no remaining Brown & Brown position as of Q4 2020 after selling out during the quarter.
Canton Hathaway sold 2,965 Brown & Brown shares in Q4 2020, an estimated $134K.
Canton Hathaway first reported a position in Brown & Brown in Q3 2020 and held it in 1 quarter.
Canton Hathaway's Brown & Brown position peaked at $134K in Q3 2020.
464 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2020.

Based on Canton Hathaway's 13F filing for Q4 2020, filed 3 Feb 2021.