KDI Capital Partners’s Brown & Brown BRO Stock Holding History

KDI Capital 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 Q2	–	Sell	-15,200	Closed	-$387K	–	67
2018 Q1	$387K	Buy	+15,200	New	+$397K	0.13%	67

Other funds holding BRO

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

KDI Capital Partners's BRO Position: Q2 2018 in Review

KDI Capital Partners sold out of Brown & Brown (BRO) in Q2 2018, closing a stake of 15,200 shares — an estimated $387K sold.

KDI Capital Partners first reported a position in BRO in Q1 2018 and held it in 1 quarter. The position peaked at $387K in Q1 2018. 307 funds tracked by Wall St. Rank hold BRO as of Q2 2018.

KDI Capital Partners reported no remaining Brown & Brown position as of Q2 2018 after selling out during the quarter.
KDI Capital Partners sold 15,200 Brown & Brown shares in Q2 2018, an estimated $387K.
KDI Capital Partners first reported a position in Brown & Brown in Q1 2018 and held it in 1 quarter.
KDI Capital Partners's Brown & Brown position peaked at $387K in Q1 2018.
307 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2018.

Based on KDI Capital Partners's 13F filing for Q2 2018, filed 13 Aug 2018.