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Nations Financial Group’s Brown & Brown BRO Stock Holding History

Nations Financial Group’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
Q1 		– Sell
-9,551
Closed -$453K – 347
2020
Q4 		$453K Buy
9,551
+300
+3% +$13.8K 0.12% 206
2020
Q3 		$419K Buy
9,251
+259
+3% +$11.6K 0.13% 192
2020
Q2 		$367K Buy
+8,992
New +$347K 0.13% 193

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 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 $999B AUM 46.22% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Nations Financial Group's BRO Position: Q1 2021 in Review

Nations Financial Group sold out of Brown & Brown (BRO) in Q1 2021, closing a stake of 9,551 shares — an estimated $453K sold.

Nations Financial Group first reported a position in BRO in Q2 2020 and held it in 3 quarters. The position peaked at $453K in Q4 2020. 456 funds tracked by Wall St. Rank hold BRO as of Q1 2021.

  • Nations Financial Group reported no remaining Brown & Brown position as of Q1 2021 after selling out during the quarter.
  • Nations Financial Group sold 9,551 Brown & Brown shares in Q1 2021, an estimated $453K.
  • Nations Financial Group first reported a position in Brown & Brown in Q2 2020 and held it in 3 quarters.
  • Nations Financial Group's Brown & Brown position peaked at $453K in Q4 2020.
  • 456 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2021.

Based on Nations Financial Group's 13F filing for Q1 2021, filed 14 May 2021.