Financial Gravity Asset Management’s Brown & Brown BRO Stock Holding History

Financial Gravity Asset Management’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	$55K	Hold	8	–	–	0.03%	524
2021 Q2	$53K	Buy	+8	New	+$411	0.02%	541
2020 Q4	$0	Buy	+6	New	+$276	﹤0.01%	499
2018 Q2	–	Sell	-20	Closed	-$1K	–	1416
2018 Q1	$1K	Buy	+20	New	+$523	﹤0.01%	1080

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Gravity Asset Management's BRO Position: Q3 2021 in Review

Financial Gravity Asset Management held its Brown & Brown (BRO) position steady in Q3 2021 at 8 shares worth $55K. The position accounts for 0.03% of the portfolio, ranked #524.

Financial Gravity Asset Management first reported a position in BRO in Q1 2018 and has held it in 4 quarters since. 516 funds tracked by Wall St. Rank hold BRO as of Q3 2021.

Financial Gravity Asset Management held 8 shares of Brown & Brown worth $55K as of Q3 2021.
Financial Gravity Asset Management left its Brown & Brown share count unchanged in Q3 2021.
Brown & Brown made up 0.03% of Financial Gravity Asset Management's portfolio in Q3 2021, its #524 holding.
Financial Gravity Asset Management first reported a position in Brown & Brown in Q1 2018 and has held it in 4 quarters since.
516 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.