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Heritage Wealth Advisors’s Brown & Brown BRO Stock Holding History

Heritage Wealth 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
2021
Q3 		– Sell
-18
Closed -$957 – 540
2021
Q2 		$957 Hold
18
– – ﹤0.01% 531
2021
Q1 		$823 Hold
18
– – ﹤0.01% 541
2020
Q4 		$1K Buy
+18
New +$829 ﹤0.01% 523

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Heritage Wealth Advisors's BRO Position: Q3 2021 in Review

Heritage Wealth Advisors sold out of Brown & Brown (BRO) in Q3 2021, closing a stake of 18 shares — an estimated $957 sold.

Heritage Wealth Advisors first reported a position in BRO in Q4 2020 and held it in 3 quarters. The position peaked at $1K in Q4 2020. 516 funds tracked by Wall St. Rank hold BRO as of Q3 2021.

  • Heritage Wealth Advisors reported no remaining Brown & Brown position as of Q3 2021 after selling out during the quarter.
  • Heritage Wealth Advisors sold 18 Brown & Brown shares in Q3 2021, an estimated $957.
  • Heritage Wealth Advisors first reported a position in Brown & Brown in Q4 2020 and held it in 3 quarters.
  • Heritage Wealth Advisors's Brown & Brown position peaked at $1K in Q4 2020.
  • 516 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2021.

Based on Heritage Wealth Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.