Simplicity Solutions’s Brown & Brown BRO Stock Holding History

Simplicity Solutions’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	-7,602	Closed	-$360K	–	539
2020 Q4	$360K	Buy	7,602 +1,181	+18%	+$54.4K	0.01%	751
2020 Q3	$291K	Buy	+6,421	New	+$286K	0.01%	728
2019 Q2	–	Sell	-56,718	Closed	-$1.67M	–	673
2019 Q1	$1.67M	Buy	+56,718	New	+$1.62M	0.1%	177

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

Simplicity Solutions's BRO Position: Q1 2021 in Review

Simplicity Solutions sold out of Brown & Brown (BRO) in Q1 2021, closing a stake of 7,602 shares — an estimated $360K sold.

Simplicity Solutions first reported a position in BRO in Q1 2019 and held it in 3 quarters. The position peaked at $1.67M in Q1 2019. 456 funds tracked by Wall St. Rank hold BRO as of Q1 2021.

Simplicity Solutions reported no remaining Brown & Brown position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 7,602 Brown & Brown shares in Q1 2021, an estimated $360K.
Simplicity Solutions first reported a position in Brown & Brown in Q1 2019 and held it in 3 quarters.
Simplicity Solutions's Brown & Brown position peaked at $1.67M in Q1 2019.
456 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.