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Maltese Capital Management’s Brown & Brown BRO Stock Holding History

Maltese Capital 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
2014
Q1 		– Sell
-468,000
Closed -$7.34M – 170
2013
Q4 		$7.34M Buy
468,000
+310,600
+197% +$4.92M 0.75% 41
2013
Q3 		$2.53M Sell
157,400
-110,600
-41% -$1.81M 0.26% 108
2013
Q2 		$4.32M Buy
+268,000
New +$4.24M 0.45% 87

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
MA
Marshfield Associates Washington, District of Columbia $4.26B AUM 12.94% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Maltese Capital Management's BRO Position: Q1 2014 in Review

Maltese Capital Management sold out of Brown & Brown (BRO) in Q1 2014, closing a stake of 468,000 shares — an estimated $7.34M sold.

Maltese Capital Management first reported a position in BRO in Q2 2013 and held it in 3 quarters. The position peaked at $7.34M in Q4 2013. 236 funds tracked by Wall St. Rank hold BRO as of Q1 2014.

  • Maltese Capital Management reported no remaining Brown & Brown position as of Q1 2014 after selling out during the quarter.
  • Maltese Capital Management sold 468,000 Brown & Brown shares in Q1 2014, an estimated $7.34M.
  • Maltese Capital Management first reported a position in Brown & Brown in Q2 2013 and held it in 3 quarters.
  • Maltese Capital Management's Brown & Brown position peaked at $7.34M in Q4 2013.
  • 236 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2014.

Based on Maltese Capital Management's 13F filing for Q1 2014, filed 14 May 2014.