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Cramer Rosenthal McGlynn’s Brown & Brown BRO Stock Holding History

Cramer Rosenthal McGlynn’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
2013
Q4 		– Sell
-5,327,690
Closed -$85.5M – 283
2013
Q3 		$85.5M Sell
5,327,690
-355,590
-6% -$5.81M 0.64% 52
2013
Q2 		$91.6M Buy
+5,683,280
New +$89.9M 0.69% 46

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
MA
Marshfield Associates Washington, District of Columbia $4.99B AUM 1.59% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Cramer Rosenthal McGlynn's BRO Position: Q4 2013 in Review

Cramer Rosenthal McGlynn sold out of Brown & Brown (BRO) in Q4 2013, closing a stake of 5,327,690 shares — an estimated $85.5M sold.

Cramer Rosenthal McGlynn first reported a position in BRO in Q2 2013 and held it in 2 quarters. The position peaked at $91.6M in Q2 2013. 259 funds tracked by Wall St. Rank hold BRO as of Q4 2013.

  • Cramer Rosenthal McGlynn reported no remaining Brown & Brown position as of Q4 2013 after selling out during the quarter.
  • Cramer Rosenthal McGlynn sold 5,327,690 Brown & Brown shares in Q4 2013, an estimated $85.5M.
  • Cramer Rosenthal McGlynn first reported a position in Brown & Brown in Q2 2013 and held it in 2 quarters.
  • Cramer Rosenthal McGlynn's Brown & Brown position peaked at $91.6M in Q2 2013.
  • 259 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2013.

Based on Cramer Rosenthal McGlynn's 13F filing for Q4 2013, filed 13 Feb 2014.