Gideon Capital Advisors’s Brown & Brown BRO Stock Holding History

Gideon Capital Advisors’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	-10,634	Closed	-$383K	–	273
2019 Q3	$383K	Buy	+10,634	New	+$380K	0.13%	203
2014 Q4	–	Sell	-21,968	Closed	-$353K	–	214
2014 Q3	$353K	Buy	+21,968	New	+$348K	0.14%	192
2014 Q1	–	Sell	-16,446	Closed	-$258K	–	211
2013 Q4	$258K	Buy	+16,446	New	+$261K	0.15%	156

Other funds holding BRO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $1.31B AUM 3.79% 1-Year Est. Return

Gideon Capital Advisors's BRO Position: Q4 2019 in Review

Gideon Capital Advisors sold out of Brown & Brown (BRO) in Q4 2019, closing a stake of 10,634 shares — an estimated $383K sold.

Gideon Capital Advisors first reported a position in BRO in Q4 2013 and held it in 3 quarters. The position peaked at $383K in Q3 2019. 376 funds tracked by Wall St. Rank hold BRO as of Q4 2019.

Gideon Capital Advisors reported no remaining Brown & Brown position as of Q4 2019 after selling out during the quarter.
Gideon Capital Advisors sold 10,634 Brown & Brown shares in Q4 2019, an estimated $383K.
Gideon Capital Advisors first reported a position in Brown & Brown in Q4 2013 and held it in 3 quarters.
Gideon Capital Advisors's Brown & Brown position peaked at $383K in Q3 2019.
376 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.