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Fort LP’s Brown & Brown BRO Stock Holding History

Fort LP’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
2019
Q4 		– Sell
-2,999
Closed -$108K – 451
2019
Q3 		$108K Buy
2,999
+1,878
+168% +$67.2K 0.02% 337
2019
Q2 		$38K Buy
+1,121
New +$35.5K 0.01% 390
2018
Q4 		– Sell
-2,122
Closed -$63K – 437
2018
Q3 		$63K Buy
+2,122
New +$63.1K 0.01% 316

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Fort LP's BRO Position: Q4 2019 in Review

Fort LP sold out of Brown & Brown (BRO) in Q4 2019, closing a stake of 2,999 shares — an estimated $108K sold.

Fort LP first reported a position in BRO in Q3 2018 and held it in 3 quarters. The position peaked at $108K in Q3 2019. 376 funds tracked by Wall St. Rank hold BRO as of Q4 2019.

  • Fort LP reported no remaining Brown & Brown position as of Q4 2019 after selling out during the quarter.
  • Fort LP sold 2,999 Brown & Brown shares in Q4 2019, an estimated $108K.
  • Fort LP first reported a position in Brown & Brown in Q3 2018 and held it in 3 quarters.
  • Fort LP's Brown & Brown position peaked at $108K in Q3 2019.
  • 376 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2019.

Based on Fort LP's 13F filing for Q4 2019, filed 13 Feb 2020.