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Stifel Nicolaus & Co’s Brown & Brown BRO Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$3.58M Buy
223,166
+197,462
+768% +$3.23M 0.06% 311
2013
Q2 		$414K Buy
+25,704
New +$407K 0.01% 932

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MA
Marshfield Associates Washington, District of Columbia $4.99B AUM 1.59% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Stifel Nicolaus & Co's BRO Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its Brown & Brown (BRO) stake by 768% in Q3 2013, buying an estimated $3.23M and bringing the position to 223,166 shares worth $3.58M. The position accounts for 0.06% of the portfolio, ranked #311.

Stifel Nicolaus & Co first reported a position in BRO in Q2 2013 and has held it in 2 quarters since. 251 funds tracked by Wall St. Rank hold BRO as of Q3 2013.

  • Stifel Nicolaus & Co held 223,166 shares of Brown & Brown worth $3.58M as of Q3 2013.
  • Stifel Nicolaus & Co bought 197,462 Brown & Brown shares in Q3 2013, an estimated $3.23M.
  • Brown & Brown made up 0.06% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #311 holding.
  • Stifel Nicolaus & Co first reported a position in Brown & Brown in Q2 2013 and has held it in 2 quarters since.
  • 251 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.