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Spark Investment Management’s Brown & Brown BRO Stock Holding History

Spark Investment Management’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
-57,600
Closed -$2.27M – 388
2019
Q4 		$2.27M Buy
57,600
+25,900
+82% +$973K 0.27% 118
2019
Q3 		$1.14M Buy
+31,700
New +$1.13M 0.15% 175

Other funds holding BRO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return

Spark Investment Management's BRO Position: Q1 2020 in Review

Spark Investment Management sold out of Brown & Brown (BRO) in Q1 2020, closing a stake of 57,600 shares — an estimated $2.27M sold.

Spark Investment Management first reported a position in BRO in Q3 2019 and held it in 2 quarters. The position peaked at $2.27M in Q4 2019. 397 funds tracked by Wall St. Rank hold BRO as of Q1 2020.

  • Spark Investment Management reported no remaining Brown & Brown position as of Q1 2020 after selling out during the quarter.
  • Spark Investment Management sold 57,600 Brown & Brown shares in Q1 2020, an estimated $2.27M.
  • Spark Investment Management first reported a position in Brown & Brown in Q3 2019 and held it in 2 quarters.
  • Spark Investment Management's Brown & Brown position peaked at $2.27M in Q4 2019.
  • 397 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2020.

Based on Spark Investment Management's 13F filing for Q1 2020, filed 12 May 2020.