Strategic Blueprint’s Brown & Brown BRO Stock Holding History

Strategic Blueprint’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
2019 Q4	–	Sell	-404	Closed	-$15K	–	134
2019 Q3	$15K	Buy	+404	New	+$14.5K	0.01%	256

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

NIPH

NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Strategic Blueprint's BRO Position: Q4 2019 in Review

Strategic Blueprint sold out of Brown & Brown (BRO) in Q4 2019, closing a stake of 404 shares — an estimated $15K sold.

Strategic Blueprint first reported a position in BRO in Q3 2019 and held it in 1 quarter. The position peaked at $15K in Q3 2019. 376 funds tracked by Wall St. Rank hold BRO as of Q4 2019.

Strategic Blueprint reported no remaining Brown & Brown position as of Q4 2019 after selling out during the quarter.
Strategic Blueprint sold 404 Brown & Brown shares in Q4 2019, an estimated $15K.
Strategic Blueprint first reported a position in Brown & Brown in Q3 2019 and held it in 1 quarter.
Strategic Blueprint's Brown & Brown position peaked at $15K in Q3 2019.
376 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2019.

Based on Strategic Blueprint's 13F filing for Q4 2019, filed 10 Jan 2020.