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Cutler Group’s Brown & Brown BRO Stock Holding History

Cutler 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
2021
Q1 		– Sell
-2,356
Closed -$111K – 5650
2020
Q4 		$111K Hold
2,356
– – 0.01% 1455
2020
Q3 		$106K Buy
2,356
+300
+15% +$13.4K 0.01% 1281
2020
Q2 		$83K Buy
2,056
+1,956
+1,956% +$75.5K 0.01% 1428
2020
Q1 		$3K Buy
+100
New +$4.23K ﹤0.01% 3286
2018
Q2 		– Sell
-10,400
Closed -$264K – 4216
2018
Q1 		$264K Buy
10,400
+5,436
+110% +$142K 0.02% 672
2017
Q4 		$127K Buy
4,964
+4,374
+741% +$110K 0.01% 1235
2017
Q3 		$14K Buy
+590
New +$13.2K ﹤0.01% 3468
2016
Q4 		– Sell
-92
Closed -$1K – 6526
2016
Q3 		$1K Sell
92
-590
-87% -$10.9K ﹤0.01% 6029
2016
Q2 		$12K Buy
682
+292
+75% +$5.19K ﹤0.01% 3910
2016
Q1 		$6K Hold
390
– – ﹤0.01% 4611
2015
Q4 		$6K Buy
+390
New +$6.24K ﹤0.01% 4664

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
First Eagle Investment Management
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
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

Cutler Group's BRO Position: Q1 2021 in Review

Cutler Group sold out of Brown & Brown (BRO) in Q1 2021, closing a stake of 2,356 shares — an estimated $111K sold.

Cutler Group first reported a position in BRO in Q4 2015 and held it in 11 quarters. The position peaked at $264K in Q1 2018. 456 funds tracked by Wall St. Rank hold BRO as of Q1 2021.

  • Cutler Group reported no remaining Brown & Brown position as of Q1 2021 after selling out during the quarter.
  • Cutler Group sold 2,356 Brown & Brown shares in Q1 2021, an estimated $111K.
  • Cutler Group first reported a position in Brown & Brown in Q4 2015 and held it in 11 quarters.
  • Cutler Group's Brown & Brown position peaked at $264K in Q1 2018.
  • 456 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2021.

Based on Cutler Group's 13F filing for Q1 2021, filed 26 Apr 2021.