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	–	5698
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
2019 Q4	–	Hold	0	–	–	–	4056
2019 Q3	–	Hold	0	–	–	–	4149
2018 Q2	–	Sell	-10,400	Closed	-$264K	–	4255
2018 Q1	$264K	Buy	10,400 +5,436	+110%	+$142K	0.03%	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
2017 Q2	–	Hold	0	–	–	–	6406
2017 Q1	–	Hold	0	–	–	–	6427
2016 Q4	–	Sell	-92	Closed	-$1K	–	6574
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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return