Donoghue Forlines’s Brown & Brown BRO Stock Holding History

Donoghue Forlines’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
2020 Q4	–	Sell	-30,612	Closed	-$1.39M	–	252
2020 Q3	$1.39M	Buy	+30,612	New	+$1.37M	0.38%	49
2019 Q4	–	Sell	-67,755	Closed	-$2.44M	–	162
2019 Q3	$2.44M	Buy	+67,755	New	+$2.42M	0.35%	90

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 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 $999B AUM 46.22% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Donoghue Forlines's BRO Position: Q4 2020 in Review

Donoghue Forlines sold out of Brown & Brown (BRO) in Q4 2020, closing a stake of 30,612 shares — an estimated $1.39M sold.

Donoghue Forlines first reported a position in BRO in Q3 2019 and held it in 2 quarters. The position peaked at $2.44M in Q3 2019. 464 funds tracked by Wall St. Rank hold BRO as of Q4 2020.

Donoghue Forlines reported no remaining Brown & Brown position as of Q4 2020 after selling out during the quarter.
Donoghue Forlines sold 30,612 Brown & Brown shares in Q4 2020, an estimated $1.39M.
Donoghue Forlines first reported a position in Brown & Brown in Q3 2019 and held it in 2 quarters.
Donoghue Forlines's Brown & Brown position peaked at $2.44M in Q3 2019.
464 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2020.

Based on Donoghue Forlines's 13F filing for Q4 2020, filed 9 Feb 2021.