Edge Advisors’s Brown & Brown BRO Stock Holding History

Edge Advisors’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
2017 Q2	–	Sell	-1,000	Closed	-$20K	–	929
2017 Q1	$20K	Hold	1,000	–	–	﹤0.01%	674
2016 Q4	$22K	Buy	+1,000	New	+$20.3K	﹤0.01%	611

Other funds holding BRO

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return

CCP

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

Edge Advisors's BRO Position: Q2 2017 in Review

Edge Advisors sold out of Brown & Brown (BRO) in Q2 2017, closing a stake of 1,000 shares — an estimated $20K sold.

Edge Advisors first reported a position in BRO in Q4 2016 and held it in 2 quarters. The position peaked at $22K in Q4 2016. 268 funds tracked by Wall St. Rank hold BRO as of Q2 2017.

Edge Advisors reported no remaining Brown & Brown position as of Q2 2017 after selling out during the quarter.
Edge Advisors sold 1,000 Brown & Brown shares in Q2 2017, an estimated $20K.
Edge Advisors first reported a position in Brown & Brown in Q4 2016 and held it in 2 quarters.
Edge Advisors's Brown & Brown position peaked at $22K in Q4 2016.
268 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2017.

Based on Edge Advisors's 13F filing for Q2 2017, filed 27 Oct 2017.