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Fiduciary Trust International of Pennsylvania’s Brown & Brown BRO Stock Holding History

Fiduciary Trust International of Pennsylvania’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
Q1 		– Sell
-5,800
Closed -$229K – 357
2019
Q4 		$229K Sell
5,800
-200
-3% -$7.51K 0.01% 307
2019
Q3 		$216K Hold
6,000
– – 0.01% 366
2019
Q2 		$201K Buy
+6,000
New +$190K 0.01% 363

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $59.9B AUM 27.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Fiduciary Trust International of Pennsylvania's BRO Position: Q1 2020 in Review

Fiduciary Trust International of Pennsylvania sold out of Brown & Brown (BRO) in Q1 2020, closing a stake of 5,800 shares — an estimated $229K sold.

Fiduciary Trust International of Pennsylvania first reported a position in BRO in Q2 2019 and held it in 3 quarters. The position peaked at $229K in Q4 2019. 397 funds tracked by Wall St. Rank hold BRO as of Q1 2020.

  • Fiduciary Trust International of Pennsylvania reported no remaining Brown & Brown position as of Q1 2020 after selling out during the quarter.
  • Fiduciary Trust International of Pennsylvania sold 5,800 Brown & Brown shares in Q1 2020, an estimated $229K.
  • Fiduciary Trust International of Pennsylvania first reported a position in Brown & Brown in Q2 2019 and held it in 3 quarters.
  • Fiduciary Trust International of Pennsylvania's Brown & Brown position peaked at $229K in Q4 2019.
  • 397 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2020.

Based on Fiduciary Trust International of Pennsylvania's 13F filing for Q1 2020, filed 27 Apr 2020.