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Institutional & Family Asset Management’s Brown & Brown BRO Stock Holding History

Institutional & Family Asset 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
2021
Q4 		– Sell
-3,285
Closed -$182K – 816
2021
Q3 		$182K Buy
3,285
+19
+0.6% +$1.06K 0.03% 186
2021
Q2 		$174K Sell
3,266
-632
-16% -$32.5K 0.03% 186
2021
Q1 		$178K Buy
3,898
+2,232
+134% +$102K 0.03% 194
2020
Q4 		$79K Buy
+1,666
New +$76.7K 0.02% 274

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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 $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Institutional & Family Asset Management's BRO Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of Brown & Brown (BRO) in Q4 2021, closing a stake of 3,285 shares — an estimated $182K sold.

Institutional & Family Asset Management first reported a position in BRO in Q4 2020 and held it in 4 quarters. The position peaked at $182K in Q3 2021. 553 funds tracked by Wall St. Rank hold BRO as of Q4 2021.

  • Institutional & Family Asset Management reported no remaining Brown & Brown position as of Q4 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 3,285 Brown & Brown shares in Q4 2021, an estimated $182K.
  • Institutional & Family Asset Management first reported a position in Brown & Brown in Q4 2020 and held it in 4 quarters.
  • Institutional & Family Asset Management's Brown & Brown position peaked at $182K in Q3 2021.
  • 553 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.