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QS Investors’s Brown & Brown BRO Stock Holding History

QS Investors’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
Q1 		– Sell
-16
Closed -$1K – 1669
2018
Q4 		$1K Hold
16
– – ﹤0.01% 1703
2018
Q3 		$1K Hold
16
– – ﹤0.01% 1711
2018
Q2 		$1K Hold
16
– – ﹤0.01% 1729
2018
Q1 		$1K Hold
16
– – ﹤0.01% 1733
2017
Q4 		$1K Hold
16
– – ﹤0.01% 1743
2017
Q3 		$1K Hold
16
– – ﹤0.01% 1710
2017
Q2 		$1K Hold
16
– – ﹤0.01% 1717
2017
Q1 		$1K Hold
16
– – ﹤0.01% 1736
2016
Q4 		$1K Hold
16
– – ﹤0.01% 1547
2016
Q3 		$1K Hold
16
– – ﹤0.01% 1534
2016
Q2 		$1K Hold
16
– – ﹤0.01% 1558
2016
Q1 		$1K Buy
+16
New +$257 ﹤0.01% 1551

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

QS Investors's BRO Position: Q1 2019 in Review

QS Investors sold out of Brown & Brown (BRO) in Q1 2019, closing a stake of 16 shares — an estimated $1K sold.

QS Investors first reported a position in BRO in Q1 2016 and held it in 12 quarters. The position peaked at $1K in Q4 2018. 321 funds tracked by Wall St. Rank hold BRO as of Q1 2019.

  • QS Investors reported no remaining Brown & Brown position as of Q1 2019 after selling out during the quarter.
  • QS Investors sold 16 Brown & Brown shares in Q1 2019, an estimated $1K.
  • QS Investors first reported a position in Brown & Brown in Q1 2016 and held it in 12 quarters.
  • QS Investors's Brown & Brown position peaked at $1K in Q4 2018.
  • 321 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2019.

Based on QS Investors's 13F filing for Q1 2019, filed 15 May 2019.