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Prime Capital Investment Advisors’s Brown & Brown BRO Stock Holding History

Prime Capital 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
Q1 		– Sell
-401
Closed -$16K – 489
2019
Q4 		$16K Hold
401
– – ﹤0.01% 438
2019
Q3 		$14K Buy
+401
New +$14.3K ﹤0.01% 465

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Prime Capital Investment Advisors's BRO Position: Q1 2020 in Review

Prime Capital Investment Advisors sold out of Brown & Brown (BRO) in Q1 2020, closing a stake of 401 shares — an estimated $16K sold.

Prime Capital Investment Advisors first reported a position in BRO in Q3 2019 and held it in 2 quarters. The position peaked at $16K in Q4 2019. 397 funds tracked by Wall St. Rank hold BRO as of Q1 2020.

  • Prime Capital Investment Advisors reported no remaining Brown & Brown position as of Q1 2020 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 401 Brown & Brown shares in Q1 2020, an estimated $16K.
  • Prime Capital Investment Advisors first reported a position in Brown & Brown in Q3 2019 and held it in 2 quarters.
  • Prime Capital Investment Advisors's Brown & Brown position peaked at $16K in Q4 2019.
  • 397 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2020.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2020, filed 4 May 2020.