Enlightenment Research’s Brown & Brown BRO Stock Holding History

Enlightenment Research’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 Q1	–	Sell	-800	Closed	-$22K	–	177
2018 Q4	$22K	Buy	+800	New	+$22.6K	0.03%	429

Other funds holding BRO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Enlightenment Research's BRO Position: Q1 2019 in Review

Enlightenment Research sold out of Brown & Brown (BRO) in Q1 2019, closing a stake of 800 shares — an estimated $22K sold.

Enlightenment Research first reported a position in BRO in Q4 2018 and held it in 1 quarter. The position peaked at $22K in Q4 2018. 321 funds tracked by Wall St. Rank hold BRO as of Q1 2019.

Enlightenment Research reported no remaining Brown & Brown position as of Q1 2019 after selling out during the quarter.
Enlightenment Research sold 800 Brown & Brown shares in Q1 2019, an estimated $22K.
Enlightenment Research first reported a position in Brown & Brown in Q4 2018 and held it in 1 quarter.
Enlightenment Research's Brown & Brown position peaked at $22K in Q4 2018.
321 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2019.

Based on Enlightenment Research's 13F filing for Q1 2019, filed 3 May 2019.