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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 $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

DC Investments Management's BRO Position: Q2 2019 in Review

DC Investments Management sold out of Brown & Brown (BRO) in Q2 2019, closing a stake of 14,601 shares — an estimated $431K sold.

DC Investments Management first reported a position in BRO in Q4 2017 and held it in 6 quarters. The position peaked at $590K in Q3 2018. 332 funds tracked by Wall St. Rank hold BRO as of Q2 2019.

  • DC Investments Management reported no remaining Brown & Brown position as of Q2 2019 after selling out during the quarter.
  • DC Investments Management sold 14,601 Brown & Brown shares in Q2 2019, an estimated $431K.
  • DC Investments Management first reported a position in Brown & Brown in Q4 2017 and held it in 6 quarters.
  • DC Investments Management's Brown & Brown position peaked at $590K in Q3 2018.
  • 332 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2019.

Based on DC Investments Management's 13F filing for Q2 2019, filed 12 Aug 2019.