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Enterprise Financial Services Corp (EFSC)’s Brown & Brown BRO Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2021
Q3 		– Sell
-17
Closed -$1K – 506
2021
Q2 		$1K Hold
17
– – ﹤0.01% 1199
2021
Q1 		$1K Buy
+17
New +$780 ﹤0.01% 1225
2015
Q2 		– Sell
-48
Closed -$1K – 1089
2015
Q1 		$1K Hold
48
– – ﹤0.01% 1123
2014
Q4 		$1K Buy
+48
New +$771 ﹤0.01% 1135

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Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
First Eagle Investment Management
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
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s BRO Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of Brown & Brown (BRO) in Q3 2021, closing a stake of 17 shares — an estimated $1K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in BRO in Q4 2014 and held it in 4 quarters. The position peaked at $1K in Q2 2021. 516 funds tracked by Wall St. Rank hold BRO as of Q3 2021.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Brown & Brown position as of Q3 2021 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 17 Brown & Brown shares in Q3 2021, an estimated $1K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Brown & Brown in Q4 2014 and held it in 4 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Brown & Brown position peaked at $1K in Q2 2021.
  • 516 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.