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

Monument 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
2018
Q4 		– Sell
-47
Closed -$1K – 125
2018
Q3 		$1K Buy
+47
New +$1.4K ﹤0.01% 264

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Principal Financial Group
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Select Equity Group
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State Street
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T. Rowe Price Associates
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Monument Capital Management's BRO Position: Q4 2018 in Review

Monument Capital Management sold out of Brown & Brown (BRO) in Q4 2018, closing a stake of 47 shares — an estimated $1K sold.

Monument Capital Management first reported a position in BRO in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 320 funds tracked by Wall St. Rank hold BRO as of Q4 2018.

  • Monument Capital Management reported no remaining Brown & Brown position as of Q4 2018 after selling out during the quarter.
  • Monument Capital Management sold 47 Brown & Brown shares in Q4 2018, an estimated $1K.
  • Monument Capital Management first reported a position in Brown & Brown in Q3 2018 and held it in 1 quarter.
  • Monument Capital Management's Brown & Brown position peaked at $1K in Q3 2018.
  • 320 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2018.

Based on Monument Capital Management's 13F filing for Q4 2018, filed 15 Jan 2019.