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Stancorp Investment Advisers’s Brown & Brown BRO Stock Holding History

Stancorp Investment Advisers’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
2015
Q1 		$5K Hold
292
– – ﹤0.01% 531
2014
Q4 		$5K Buy
+292
New +$4.69K ﹤0.01% 519

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Stancorp Investment Advisers's BRO Position: Q1 2015 in Review

Stancorp Investment Advisers held its Brown & Brown (BRO) position steady in Q1 2015 at 292 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Stancorp Investment Advisers first reported a position in BRO in Q4 2014 and has held it in 2 quarters since. 232 funds tracked by Wall St. Rank hold BRO as of Q1 2015.

  • Stancorp Investment Advisers held 292 shares of Brown & Brown worth $5K as of Q1 2015.
  • Stancorp Investment Advisers left its Brown & Brown share count unchanged in Q1 2015.
  • Brown & Brown made up ﹤0.01% of Stancorp Investment Advisers's portfolio in Q1 2015, its #531 holding.
  • Stancorp Investment Advisers first reported a position in Brown & Brown in Q4 2014 and has held it in 2 quarters since.
  • 232 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.