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Clinton Group’s Brown & Brown BRO Stock Holding History

Clinton Group’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
2018
Q2 		– Sell
-34,414
Closed -$875K – 366
2018
Q1 		$875K Buy
+34,414
New +$899K 0.09% 238
2017
Q2 		– Sell
-48,702
Closed -$1.02M – 595
2017
Q1 		$1.02M Buy
+48,702
New +$1.05M 0.06% 422
2016
Q4 		– Sell
-154,240
Closed -$2.91M – 815
2016
Q3 		$2.91M Buy
+154,240
New +$2.85M 0.14% 219
2013
Q4 		– Sell
-39,680
Closed -$637K – 306
2013
Q3 		$637K Sell
39,680
-13,014
-25% -$213K 0.2% 138
2013
Q2 		$849K Buy
+52,694
New +$834K 0.28% 63

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return