Spectrum Management Group’s Brown & Brown BRO Stock Holding History

Spectrum Management 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
2020 Q1	–	Sell	-800	Closed	-$32K	–	253
2019 Q4	$32K	Hold	800	–	–	0.01%	164
2019 Q3	$29K	Hold	800	–	–	0.01%	156
2019 Q2	$27K	Hold	800	–	–	0.01%	176
2019 Q1	$24K	Hold	800	–	–	0.01%	167
2018 Q4	$22K	Hold	800	–	–	0.01%	150
2018 Q3	$24K	Hold	800	–	–	0.01%	159
2018 Q2	$22K	Hold	800	–	–	0.01%	162
2018 Q1	$20K	Hold	800	–	–	0.01%	159
2017 Q4	$21K	Hold	800	–	–	0.01%	168
2017 Q3	$19K	Buy	+800	New	+$17.9K	0.01%	238
2016 Q2	–	Sell	-720	Closed	-$13K	–	105
2016 Q1	$13K	Hold	720	–	–	0.01%	187
2015 Q4	$12K	Hold	720	–	–	﹤0.01%	180
2015 Q3	$11K	Buy	+720	New	+$11.8K	0.01%	137

Other funds holding BRO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Select Equity Group

Select Equity Group New York $18.8B 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 $501B AUM 22.01% 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

T. Rowe Price Associates

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return