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Piedmont Investment Advisors’s Brown & Brown BRO Stock Holding History

Piedmont Investment Advisors’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
Q2 		– Sell
-18,739
Closed -$679K – 94
2020
Q1 		$679K Buy
18,739
+88
+0.5% +$3.72K 0.03% 373
2019
Q4 		$736K Sell
18,651
-3,415
-15% -$128K 0.03% 410
2019
Q3 		$796K Sell
22,066
-1,421
-6% -$50.8K 0.03% 376
2019
Q2 		$787K Buy
23,487
+16,232
+224% +$515K 0.03% 387
2019
Q1 		$214K Buy
+7,255
New +$207K 0.01% 1034
2018
Q3 		– Sell
-84
Closed -$2K – 1202
2018
Q2 		$2K Buy
+84
New +$2.29K ﹤0.01% 2548

Other funds holding BRO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $19.5B AUM 17.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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 $865B AUM 30.76% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return

Piedmont Investment Advisors's BRO Position: Q2 2020 in Review

Piedmont Investment Advisors sold out of Brown & Brown (BRO) in Q2 2020, closing a stake of 18,739 shares — an estimated $679K sold.

Piedmont Investment Advisors first reported a position in BRO in Q2 2018 and held it in 6 quarters. The position peaked at $796K in Q3 2019. 418 funds tracked by Wall St. Rank hold BRO as of Q2 2020.

  • Piedmont Investment Advisors reported no remaining Brown & Brown position as of Q2 2020 after selling out during the quarter.
  • Piedmont Investment Advisors sold 18,739 Brown & Brown shares in Q2 2020, an estimated $679K.
  • Piedmont Investment Advisors first reported a position in Brown & Brown in Q2 2018 and held it in 6 quarters.
  • Piedmont Investment Advisors's Brown & Brown position peaked at $796K in Q3 2019.
  • 418 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2020.

Based on Piedmont Investment Advisors's 13F filing for Q2 2020.