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Dean Capital Management’s Brown & Brown BRO Stock Holding History

Dean Capital 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
Q3 		– Sell
-18,479
Closed -$619K – 133
2019
Q2 		$619K Buy
+18,479
New +$586K 0.64% 88

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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Dean Capital Management's BRO Position: Q3 2019 in Review

Dean Capital Management sold out of Brown & Brown (BRO) in Q3 2019, closing a stake of 18,479 shares — an estimated $619K sold.

Dean Capital Management first reported a position in BRO in Q2 2019 and held it in 1 quarter. The position peaked at $619K in Q2 2019. 376 funds tracked by Wall St. Rank hold BRO as of Q3 2019.

  • Dean Capital Management reported no remaining Brown & Brown position as of Q3 2019 after selling out during the quarter.
  • Dean Capital Management sold 18,479 Brown & Brown shares in Q3 2019, an estimated $619K.
  • Dean Capital Management first reported a position in Brown & Brown in Q2 2019 and held it in 1 quarter.
  • Dean Capital Management's Brown & Brown position peaked at $619K in Q2 2019.
  • 376 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2019.

Based on Dean Capital Management's 13F filing for Q3 2019, filed 14 Nov 2019.