PFGIA
BRO icon

Patriot Financial Group Insurance Agency’s Brown & Brown BRO Stock Holding History

Patriot Financial Group Insurance Agency’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
2019
Q2 		– Sell
-16
Closed – – 1431
2019
Q1 		$0 Buy
+16
New +$457 ﹤0.01% 1229

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BRO Position: Q2 2019 in Review

Patriot Financial Group Insurance Agency sold out of Brown & Brown (BRO) in Q2 2019, closing a stake of 16 shares.

Patriot Financial Group Insurance Agency first reported a position in BRO in Q1 2019 and held it in 1 quarter. The position peaked at $0 in Q1 2019. 332 funds tracked by Wall St. Rank hold BRO as of Q2 2019.

  • Patriot Financial Group Insurance Agency reported no remaining Brown & Brown position as of Q2 2019 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 16 Brown & Brown shares in Q2 2019.
  • Patriot Financial Group Insurance Agency first reported a position in Brown & Brown in Q1 2019 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Brown & Brown position peaked at $0 in Q1 2019.
  • 332 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2019, filed 7 Aug 2019.