Sargent Bickham Lagudis’s Brown & Brown BRO Stock Holding History

Sargent Bickham Lagudis’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	-67	Closed	-$3K	–	783
2019 Q4	$3K	Buy	+67	New	+$2.52K	﹤0.01%	732

Other funds holding BRO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Sargent Bickham Lagudis's BRO Position: Q1 2020 in Review

Sargent Bickham Lagudis sold out of Brown & Brown (BRO) in Q1 2020, closing a stake of 67 shares — an estimated $3K sold.

Sargent Bickham Lagudis first reported a position in BRO in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 396 funds tracked by Wall St. Rank hold BRO as of Q1 2020.

Sargent Bickham Lagudis reported no remaining Brown & Brown position as of Q1 2020 after selling out during the quarter.
Sargent Bickham Lagudis sold 67 Brown & Brown shares in Q1 2020, an estimated $3K.
Sargent Bickham Lagudis first reported a position in Brown & Brown in Q4 2019 and held it in 1 quarter.
Sargent Bickham Lagudis's Brown & Brown position peaked at $3K in Q4 2019.
396 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2020.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2020, filed 7 Sep 2021.