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Financial Gravity Companies’s Brown & Brown BRO Stock Holding History

Financial Gravity Companies’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
2018
Q1 		$1K Buy
+20
New +$523 ﹤0.01% 1080

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Financial Gravity Companies's BRO Position: Q1 2018 in Review

Financial Gravity Companies opened a new position in Brown & Brown (BRO) in Q1 2018: 20 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1080 among its holdings.

320 funds tracked by Wall St. Rank hold BRO as of Q1 2018.

  • Financial Gravity Companies held 20 shares of Brown & Brown worth $1K as of Q1 2018.
  • Brown & Brown was a new Financial Gravity Companies position in Q1 2018.
  • Brown & Brown made up ﹤0.01% of Financial Gravity Companies's portfolio in Q1 2018, its #1080 holding.
  • 320 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.