RP
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Rowlandmiller & Partners’s Brown & Brown BRO Stock Holding History

Rowlandmiller & Partners’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
2022
Q1 		– Sell
-5,930
Closed -$417K – 187
2021
Q4 		$417K Sell
5,930
-195
-3% -$12.6K 0.09% 113
2021
Q3 		$250K Hold
6,125
– – 0.08% 106
2021
Q2 		$325K Hold
6,125
– – 0.08% 118
2021
Q1 		$280K Hold
6,125
– – 0.07% 124
2020
Q4 		$290K Hold
6,125
– – 0.08% 119
2020
Q3 		$222K Hold
6,125
– – 0.09% 103
2020
Q2 		$250K Hold
6,125
– – 0.08% 106
2020
Q1 		$222K Hold
6,125
– – 0.09% 103
2019
Q4 		$242K Hold
6,125
– – 0.08% 105
2019
Q3 		$221K Buy
6,125
+280
+5% +$10K 0.07% 105
2019
Q2 		$196K Hold
5,845
– – 0.07% 114
2019
Q1 		$172K Sell
5,845
-500
-8% -$14.3K 0.06% 113
2018
Q4 		$175K Hold
6,345
– – 0.07% 109
2018
Q3 		$188K Sell
6,345
-265
-4% -$7.88K 0.07% 112
2018
Q2 		$183K Buy
+6,610
New +$180K 0.07% 109
2018
Q1 		– Sell
-6,610
Closed -$171K – 133
2017
Q4 		$171K Sell
6,610
-1,620
-20% -$40.7K 0.07% 109
2017
Q3 		$198K Sell
8,230
-700
-8% -$15.7K 0.08% 103
2017
Q2 		$193K Buy
8,930
+350
+4% +$7.5K 0.08% 103
2017
Q1 		$179K Buy
8,580
+300
+4% +$6.49K 0.08% 106
2016
Q4 		$186K Hold
8,280
– – 0.08% 99
2016
Q3 		$156K Hold
8,280
– – 0.07% 106
2016
Q2 		$155K Hold
8,280
– – 0.07% 107
2016
Q1 		$148K Hold
8,280
– – 0.07% 111
2015
Q4 		$130K Hold
8,280
– – 0.07% 114
2015
Q3 		$128K Hold
8,280
– – 0.07% 113
2015
Q2 		$136K Hold
8,280
– – 0.07% 114
2015
Q1 		$137K Hold
8,280
– – 0.07% 110
2014
Q4 		$136K Buy
+8,280
New +$133K 0.07% 108

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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rowlandmiller & Partners's BRO Position: Q1 2022 in Review

Rowlandmiller & Partners sold out of Brown & Brown (BRO) in Q1 2022, closing a stake of 5,930 shares — an estimated $417K sold.

Rowlandmiller & Partners first reported a position in BRO in Q4 2014 and held it in 28 quarters. The position peaked at $417K in Q4 2021. 578 funds tracked by Wall St. Rank hold BRO as of Q1 2022.

  • Rowlandmiller & Partners reported no remaining Brown & Brown position as of Q1 2022 after selling out during the quarter.
  • Rowlandmiller & Partners sold 5,930 Brown & Brown shares in Q1 2022, an estimated $417K.
  • Rowlandmiller & Partners first reported a position in Brown & Brown in Q4 2014 and held it in 28 quarters.
  • Rowlandmiller & Partners's Brown & Brown position peaked at $417K in Q4 2021.
  • 578 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2022.

Based on Rowlandmiller & Partners's 13F filing for Q1 2022, filed 26 Apr 2022.