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DC Investments Management’s Brown & Brown BRO Stock Holding History

DC Investments 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
2019
Q2 		– Sell
-14,601
Closed -$431K – 332
2019
Q1 		$431K Hold
14,601
– – 0.27% 170
2018
Q4 		$402K Sell
14,601
-5,361
-27% -$152K 0.33% 161
2018
Q3 		$590K Sell
19,962
-772
-4% -$22.9K 0.4% 68
2018
Q2 		$575K Buy
20,734
+6,066
+41% +$165K 0.37% 85
2018
Q1 		$373K Sell
14,668
-2,874
-16% -$75.1K 0.25% 138
2017
Q4 		$451K Buy
+17,542
New +$441K 0.19% 149

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
T. Rowe Price Associates
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
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return