PRW Wealth Management’s Brown & Brown BRO Stock Holding History

PRW Wealth Management’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
2019 Q2	–	Sell	-15	Closed	–	–	138
2019 Q1	$0	Hold	15	–	–	﹤0.01%	692
2018 Q4	$0	Buy	+15	New	+$424	﹤0.01%	678

Other funds holding BRO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

NIPH

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

PRW Wealth Management's BRO Position: Q2 2019 in Review

PRW Wealth Management sold out of Brown & Brown (BRO) in Q2 2019, closing a stake of 15 shares.

PRW Wealth Management first reported a position in BRO in Q4 2018 and held it in 2 quarters. The position peaked at $0 in Q1 2019. 332 funds tracked by Wall St. Rank hold BRO as of Q2 2019.

PRW Wealth Management reported no remaining Brown & Brown position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 15 Brown & Brown shares in Q2 2019.
PRW Wealth Management first reported a position in Brown & Brown in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's Brown & Brown position peaked at $0 in Q1 2019.
332 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.