Regent Peak Wealth Advisors’s Brown & Brown BRO Stock Holding History

Regent Peak Wealth 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
2021 Q1	–	Sell	-7	Closed	–	–	260
2020 Q4	$0	Buy	+7	New	+$322	﹤0.01%	1061

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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 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

Regent Peak Wealth Advisors's BRO Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Brown & Brown (BRO) in Q1 2021, closing a stake of 7 shares.

Regent Peak Wealth Advisors first reported a position in BRO in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 456 funds tracked by Wall St. Rank hold BRO as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Brown & Brown position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 7 Brown & Brown shares in Q1 2021.
Regent Peak Wealth Advisors first reported a position in Brown & Brown in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Brown & Brown position peaked at $0 in Q4 2020.
456 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.