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Patten & Patten’s Brown & Brown BRO Stock Holding History

Patten & Patten’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
2017
Q2 		– Sell
-22,000
Closed -$459K – 250
2017
Q1 		$459K Hold
22,000
– – 0.05% 182
2016
Q4 		$493K Hold
22,000
– – 0.06% 157
2016
Q3 		$415K Buy
+22,000
New +$407K 0.05% 163

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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Patten & Patten's BRO Position: Q2 2017 in Review

Patten & Patten sold out of Brown & Brown (BRO) in Q2 2017, closing a stake of 22,000 shares — an estimated $459K sold.

Patten & Patten first reported a position in BRO in Q3 2016 and held it in 3 quarters. The position peaked at $493K in Q4 2016. 268 funds tracked by Wall St. Rank hold BRO as of Q2 2017.

  • Patten & Patten reported no remaining Brown & Brown position as of Q2 2017 after selling out during the quarter.
  • Patten & Patten sold 22,000 Brown & Brown shares in Q2 2017, an estimated $459K.
  • Patten & Patten first reported a position in Brown & Brown in Q3 2016 and held it in 3 quarters.
  • Patten & Patten's Brown & Brown position peaked at $493K in Q4 2016.
  • 268 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2017.

Based on Patten & Patten's 13F filing for Q2 2017, filed 19 Jul 2017.