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Safeguard Investment Advisory Group’s Brown & Brown BRO Stock Holding History

Safeguard Investment Advisory Group’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
-204
Closed -$9K – 164
2020
Q4 		$9K Buy
+204
New +$9.39K 0.01% 424

Other funds holding BRO

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Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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 $865B AUM 30.76% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Safeguard Investment Advisory Group's BRO Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Brown & Brown (BRO) in Q1 2021, closing a stake of 204 shares — an estimated $9K sold.

Safeguard Investment Advisory Group first reported a position in BRO in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 457 funds tracked by Wall St. Rank hold BRO as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Brown & Brown position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 204 Brown & Brown shares in Q1 2021, an estimated $9K.
  • Safeguard Investment Advisory Group first reported a position in Brown & Brown in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Brown & Brown position peaked at $9K in Q4 2020.
  • 457 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.