CCM
BRO icon

Credo Capital Management’s Brown & Brown BRO Stock Holding History

Credo Capital Management’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 		$281K Sell
17,908
-20,216
-53% -$320K 1.21% 44
2013
Q3 		$612K Buy
+38,124
New +$623K 1.05% 52

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

Credo Capital Management's BRO Position: Q4 2013 in Review

Credo Capital Management reduced its Brown & Brown (BRO) stake by 53% in Q4 2013, selling an estimated $320K and leaving 17,908 shares worth $281K. The position accounts for 1.21% of the portfolio, ranked #44.

Credo Capital Management first reported a position in BRO in Q3 2013 and has held it in 2 quarters since. The position peaked at $612K in Q3 2013. 259 funds tracked by Wall St. Rank hold BRO as of Q4 2013.

  • Credo Capital Management held 17,908 shares of Brown & Brown worth $281K as of Q4 2013.
  • Credo Capital Management sold 20,216 Brown & Brown shares in Q4 2013, an estimated $320K.
  • Brown & Brown made up 1.21% of Credo Capital Management's portfolio in Q4 2013, its #44 holding.
  • Credo Capital Management first reported a position in Brown & Brown in Q3 2013 and has held it in 2 quarters since.
  • Credo Capital Management's Brown & Brown position peaked at $612K in Q3 2013.
  • 259 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2013.

Based on Credo Capital Management's 13F filing for Q4 2013, filed 24 Jan 2014.