PW
BRO icon

Price Wealth’s Brown & Brown BRO Stock Holding History

Price Wealth’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
Q3 		– Sell
-294
Closed -$12K – 448
2020
Q2 		$12K Buy
294
+60
+26% +$2.31K ﹤0.01% 155
2020
Q1 		$8K Hold
234
– – ﹤0.01% 164
2019
Q4 		$9K Hold
234
– – ﹤0.01% 163
2019
Q3 		$8K Buy
+234
New +$8.37K ﹤0.01% 174

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

Price Wealth's BRO Position: Q3 2020 in Review

Price Wealth sold out of Brown & Brown (BRO) in Q3 2020, closing a stake of 294 shares — an estimated $12K sold.

Price Wealth first reported a position in BRO in Q3 2019 and held it in 4 quarters. The position peaked at $12K in Q2 2020. 435 funds tracked by Wall St. Rank hold BRO as of Q3 2020.

  • Price Wealth reported no remaining Brown & Brown position as of Q3 2020 after selling out during the quarter.
  • Price Wealth sold 294 Brown & Brown shares in Q3 2020, an estimated $12K.
  • Price Wealth first reported a position in Brown & Brown in Q3 2019 and held it in 4 quarters.
  • Price Wealth's Brown & Brown position peaked at $12K in Q2 2020.
  • 435 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.