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	-300	Closed	-$1K	–	5649
2020 Q4	$1K	Buy	+300	New	+$13.8K	﹤0.01%	4377

Other funds holding BRO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

ACM

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

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 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. 457 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.
457 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.