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Realta Investment Advisors’s Brown & Brown BRO Stock Holding History

Realta 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
-725
Closed -$28K – 435
2019
Q4 		$28K Hold
725
– – 0.01% 817
2019
Q3 		$26K Hold
725
– – 0.01% 838
2019
Q2 		$24K Buy
+725
New +$23K 0.01% 864

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

Realta Investment Advisors's BRO Position: Q1 2020 in Review

Realta Investment Advisors sold out of Brown & Brown (BRO) in Q1 2020, closing a stake of 725 shares — an estimated $28K sold.

Realta Investment Advisors first reported a position in BRO in Q2 2019 and held it in 3 quarters. The position peaked at $28K in Q4 2019. 396 funds tracked by Wall St. Rank hold BRO as of Q1 2020.

  • Realta Investment Advisors reported no remaining Brown & Brown position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 725 Brown & Brown shares in Q1 2020, an estimated $28K.
  • Realta Investment Advisors first reported a position in Brown & Brown in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Brown & Brown position peaked at $28K in Q4 2019.
  • 396 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.