Murray Stahl’s Brown & Brown BRO Stock Holding History

Murray Stahl’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
2020 Q1	–	Sell	-7,222	Closed	-$285K	–	394
2019 Q4	$285K	Sell	7,222 -1,382	-16%	-$51.9K	0.01%	380
2019 Q3	$310K	Sell	8,604 -1,105	-11%	-$39.5K	0.01%	352
2019 Q2	$325K	Sell	9,709 -2,214	-19%	-$70.2K	0.01%	342
2019 Q1	$352K	Buy	+11,923	New	+$340K	0.01%	330

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Murray Stahl's BRO Position: Q1 2020 in Review

Murray Stahl sold out of Brown & Brown (BRO) in Q1 2020, closing a stake of 7,222 shares — an estimated $285K sold.

Murray Stahl first reported a position in BRO in Q1 2019 and held it in 4 quarters. The position peaked at $352K in Q1 2019. 397 funds tracked by Wall St. Rank hold BRO as of Q1 2020.

Murray Stahl reported no remaining Brown & Brown position as of Q1 2020 after selling out during the quarter.
Murray Stahl sold 7,222 Brown & Brown shares in Q1 2020, an estimated $285K.
Murray Stahl first reported a position in Brown & Brown in Q1 2019 and held it in 4 quarters.
Murray Stahl's Brown & Brown position peaked at $352K in Q1 2019.
397 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2020.

Based on Horizon Kinetics Asset Management's 13F filing for Q1 2020, filed 13 May 2020.