Center for Financial Planning’s Brown & Brown BRO Stock Holding History

Center for Financial Planning’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 Q2	–	Sell	-308	Closed	-$14K	–	501
2021 Q1	$14K	Hold	308	–	–	﹤0.01%	343
2020 Q4	$15K	Hold	308	–	–	﹤0.01%	311
2020 Q3	$14K	Hold	308	–	–	﹤0.01%	286
2020 Q2	$13K	Sell	308 -244	-44%	-$9.41K	﹤0.01%	289
2020 Q1	$20K	Buy	552 +244	+79%	+$10.3K	0.01%	255
2019 Q4	$12K	Buy	+308	New	+$11.6K	﹤0.01%	294

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Center for Financial Planning's BRO Position: Q2 2021 in Review

Center for Financial Planning sold out of Brown & Brown (BRO) in Q2 2021, closing a stake of 308 shares — an estimated $14K sold.

Center for Financial Planning first reported a position in BRO in Q4 2019 and held it in 6 quarters. The position peaked at $20K in Q1 2020. 470 funds tracked by Wall St. Rank hold BRO as of Q2 2021.

Center for Financial Planning reported no remaining Brown & Brown position as of Q2 2021 after selling out during the quarter.
Center for Financial Planning sold 308 Brown & Brown shares in Q2 2021, an estimated $14K.
Center for Financial Planning first reported a position in Brown & Brown in Q4 2019 and held it in 6 quarters.
Center for Financial Planning's Brown & Brown position peaked at $20K in Q1 2020.
470 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2021.

Based on Center for Financial Planning's 13F filing for Q2 2021, filed 29 Jul 2021.