First Citizens Bank & Trust’s Brown & Brown BRO Stock Holding History

First Citizens Bank & Trust’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 Q4	–	Sell	-6,165	Closed	-$342K	–	431
2021 Q3	$342K	Buy	6,165 +3	+0%	+$167	0.02%	262
2021 Q2	$327K	Sell	6,162 -780	-11%	-$40.1K	0.02%	259
2021 Q1	$317K	Sell	6,942 -118	-2%	-$5.42K	0.01%	279
2020 Q4	$335K	Sell	7,060 -1,162	-14%	-$53.5K	0.02%	249
2020 Q3	$372K	Sell	8,222 -1,208	-13%	-$53.9K	0.03%	227
2020 Q2	$384K	Buy	+9,430	New	+$364K	0.03%	227
2013 Q4	–	Sell	-22,210	Closed	-$356K	–	395
2013 Q3	$356K	Buy	22,210 +640	+3%	+$10.5K	0.01%	858
2013 Q2	$348K	Buy	+21,570	New	+$341K	0.01%	827

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 $3.38T AUM 44.17% 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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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

First Citizens Bank & Trust's BRO Position: Q4 2021 in Review

First Citizens Bank & Trust sold out of Brown & Brown (BRO) in Q4 2021, closing a stake of 6,165 shares — an estimated $342K sold.

First Citizens Bank & Trust first reported a position in BRO in Q2 2013 and held it in 8 quarters. The position peaked at $384K in Q2 2020. 551 funds tracked by Wall St. Rank hold BRO as of Q4 2021.

First Citizens Bank & Trust reported no remaining Brown & Brown position as of Q4 2021 after selling out during the quarter.
First Citizens Bank & Trust sold 6,165 Brown & Brown shares in Q4 2021, an estimated $342K.
First Citizens Bank & Trust first reported a position in Brown & Brown in Q2 2013 and held it in 8 quarters.
First Citizens Bank & Trust's Brown & Brown position peaked at $384K in Q2 2020.
551 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2021.

Based on First Citizens Bank & Trust's 13F filing for Q4 2021, filed 11 Mar 2022.