GFP
BRO icon

Gryphon Financial Partners’s Brown & Brown BRO Stock Holding History

Gryphon Financial Partners’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
Q3 		– Sell
-152
Closed -$4K – 245
2018
Q2 		$4K Sell
152
-74
-33% -$2.02K ﹤0.01% 696
2018
Q1 		$6K Sell
226
-124
-35% -$3.24K ﹤0.01% 625
2017
Q4 		$9K Buy
+350
New +$8.79K 0.01% 571

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $72.6B AUM 54.88% 1-Year Est. Return

Gryphon Financial Partners's BRO Position: Q3 2018 in Review

Gryphon Financial Partners sold out of Brown & Brown (BRO) in Q3 2018, closing a stake of 152 shares — an estimated $4K sold.

Gryphon Financial Partners first reported a position in BRO in Q4 2017 and held it in 3 quarters. The position peaked at $9K in Q4 2017. 324 funds tracked by Wall St. Rank hold BRO as of Q3 2018.

  • Gryphon Financial Partners reported no remaining Brown & Brown position as of Q3 2018 after selling out during the quarter.
  • Gryphon Financial Partners sold 152 Brown & Brown shares in Q3 2018, an estimated $4K.
  • Gryphon Financial Partners first reported a position in Brown & Brown in Q4 2017 and held it in 3 quarters.
  • Gryphon Financial Partners's Brown & Brown position peaked at $9K in Q4 2017.
  • 324 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2018.

Based on Gryphon Financial Partners's 13F filing for Q3 2018, filed 6 Nov 2018.