Personal Wealth Partners’s Brown & Brown BRO Stock Holding History

Personal Wealth Partners’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	-9	Closed	–	–	129
2019 Q4	$0	Hold	9	–	–	﹤0.01%	519
2019 Q3	$0	Buy	+9	New	+$322	﹤0.01%	531

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 $3.38T AUM 44.17% 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 $60.8B AUM 26.63% 1-Year Est. Return

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

ACM

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

NIPH

NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return

Personal Wealth Partners's BRO Position: Q1 2020 in Review

Personal Wealth Partners sold out of Brown & Brown (BRO) in Q1 2020, closing a stake of 9 shares.

Personal Wealth Partners first reported a position in BRO in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 397 funds tracked by Wall St. Rank hold BRO as of Q1 2020.

Personal Wealth Partners reported no remaining Brown & Brown position as of Q1 2020 after selling out during the quarter.
Personal Wealth Partners sold 9 Brown & Brown shares in Q1 2020.
Personal Wealth Partners first reported a position in Brown & Brown in Q3 2019 and held it in 2 quarters.
Personal Wealth Partners's Brown & Brown position peaked at $0 in Q4 2019.
397 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.