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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Brown & Brown BRO Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2016
Q2 		– Sell
-400
Closed -$7K – 412
2016
Q1 		$7K Buy
+400
New +$6.42K ﹤0.01% 288

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's BRO Position: Q2 2016 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Brown & Brown (BRO) in Q2 2016, closing a stake of 400 shares — an estimated $7K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in BRO in Q1 2016 and held it in 1 quarter. The position peaked at $7K in Q1 2016. 238 funds tracked by Wall St. Rank hold BRO as of Q2 2016.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Brown & Brown position as of Q2 2016 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 400 Brown & Brown shares in Q2 2016, an estimated $7K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Brown & Brown in Q1 2016 and held it in 1 quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Brown & Brown position peaked at $7K in Q1 2016.
  • 238 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2016.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q2 2016, filed 8 Aug 2016.