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

Delpha 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
2018
Q1 		– Sell
-1,434
Closed -$37K – 269
2017
Q4 		$37K Buy
+1,434
New +$36K 0.04% 436

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Wells Fargo
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State Street
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Delpha Capital Management's BRO Position: Q1 2018 in Review

Delpha Capital Management sold out of Brown & Brown (BRO) in Q1 2018, closing a stake of 1,434 shares — an estimated $37K sold.

Delpha Capital Management first reported a position in BRO in Q4 2017 and held it in 1 quarter. The position peaked at $37K in Q4 2017. 320 funds tracked by Wall St. Rank hold BRO as of Q1 2018.

  • Delpha Capital Management reported no remaining Brown & Brown position as of Q1 2018 after selling out during the quarter.
  • Delpha Capital Management sold 1,434 Brown & Brown shares in Q1 2018, an estimated $37K.
  • Delpha Capital Management first reported a position in Brown & Brown in Q4 2017 and held it in 1 quarter.
  • Delpha Capital Management's Brown & Brown position peaked at $37K in Q4 2017.
  • 320 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2018.

Based on Delpha Capital Management's 13F filing for Q1 2018, filed 11 May 2018.