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Rational Advisors’s Brown & Brown BRO Stock Holding History

Rational 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
Q4 		– Sell
-111
Closed -$5K – 257
2020
Q3 		$5K Buy
+111
New +$4.95K ﹤0.01% 367
2013
Q4 		$2.18M Sell
138,910
-168,100
-55% -$2.66M 0.19% 174
2013
Q3 		$4.93M Sell
307,010
-468
-0.2% -$7.64K 0.38% 66
2013
Q2 		$4.96M Buy
+307,478
New +$4.86M 0.42% 63

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $20.2B AUM 17.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 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 $999B AUM 46.22% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Rational Advisors's BRO Position: Q4 2020 in Review

Rational Advisors sold out of Brown & Brown (BRO) in Q4 2020, closing a stake of 111 shares — an estimated $5K sold.

Rational Advisors first reported a position in BRO in Q2 2013 and held it in 4 quarters. The position peaked at $4.96M in Q2 2013. 464 funds tracked by Wall St. Rank hold BRO as of Q4 2020.

  • Rational Advisors reported no remaining Brown & Brown position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 111 Brown & Brown shares in Q4 2020, an estimated $5K.
  • Rational Advisors first reported a position in Brown & Brown in Q2 2013 and held it in 4 quarters.
  • Rational Advisors's Brown & Brown position peaked at $4.96M in Q2 2013.
  • 464 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.