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Clarus Wealth Advisors’s Brown & Brown BRO Stock Holding History

Clarus Wealth 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
2019
Q3 		– Sell
-1,672
Closed -$56K – 195
2019
Q2 		$56K Buy
1,672
+5
+0.3% +$159 0.04% 256
2019
Q1 		$49K Buy
1,667
+4
+0.2% +$114 0.04% 294
2018
Q4 		$46K Buy
1,663
+5
+0.3% +$141 0.07% 268
2018
Q3 		$49K Buy
1,658
+8
+0.5% +$238 0.03% 300
2018
Q2 		$42K Buy
+1,650
New +$44.9K 0.03% 310

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Clarus Wealth Advisors's BRO Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Brown & Brown (BRO) in Q3 2019, closing a stake of 1,672 shares — an estimated $56K sold.

Clarus Wealth Advisors first reported a position in BRO in Q2 2018 and held it in 5 quarters. The position peaked at $56K in Q2 2019. 376 funds tracked by Wall St. Rank hold BRO as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Brown & Brown position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 1,672 Brown & Brown shares in Q3 2019, an estimated $56K.
  • Clarus Wealth Advisors first reported a position in Brown & Brown in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Brown & Brown position peaked at $56K in Q2 2019.
  • 376 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.