Secor Capital Advisors’s Brown & Brown BRO Stock Holding History

Secor Capital 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
2018 Q4	–	Sell	-20,111	Closed	-$593K	–	479
2018 Q3	$593K	Buy	+20,111	New	+$598K	0.06%	299
2018 Q2	–	Sell	-318,540	Closed	-$8.08M	–	507
2018 Q1	$8.08M	Buy	+318,540	New	+$8.32M	0.66%	19
2016 Q1	–	Sell	-91,600	Closed	-$1.47M	–	613
2015 Q4	$1.47M	Buy	+91,600	New	+$1.47M	0.42%	43
2014 Q1	–	Sell	-46,828	Closed	-$735K	–	282
2013 Q4	$735K	Buy	+46,828	New	+$742K	0.29%	138

Other funds holding BRO

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

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

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Secor Capital Advisors's BRO Position: Q4 2018 in Review

Secor Capital Advisors sold out of Brown & Brown (BRO) in Q4 2018, closing a stake of 20,111 shares — an estimated $593K sold.

Secor Capital Advisors first reported a position in BRO in Q4 2013 and held it in 4 quarters. The position peaked at $8.08M in Q1 2018. 319 funds tracked by Wall St. Rank hold BRO as of Q4 2018.

Secor Capital Advisors reported no remaining Brown & Brown position as of Q4 2018 after selling out during the quarter.
Secor Capital Advisors sold 20,111 Brown & Brown shares in Q4 2018, an estimated $593K.
Secor Capital Advisors first reported a position in Brown & Brown in Q4 2013 and held it in 4 quarters.
Secor Capital Advisors's Brown & Brown position peaked at $8.08M in Q1 2018.
319 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2018.

Based on Secor Capital Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.