Sumit Capital’s Brown & Brown BRO Stock Holding History

Sumit Capital’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
2014 Q1	–	Sell	-19,074	Closed	-$299K	–	113
2013 Q4	$299K	Buy	+19,074	New	+$302K	0.53%	73

Other funds holding BRO

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Marshfield Associates Washington, District of Columbia $4.26B AUM 12.94% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Sumit Capital's BRO Position: Q1 2014 in Review

Sumit Capital sold out of Brown & Brown (BRO) in Q1 2014, closing a stake of 19,074 shares — an estimated $299K sold.

Sumit Capital first reported a position in BRO in Q4 2013 and held it in 1 quarter. The position peaked at $299K in Q4 2013. 236 funds tracked by Wall St. Rank hold BRO as of Q1 2014.

Sumit Capital reported no remaining Brown & Brown position as of Q1 2014 after selling out during the quarter.
Sumit Capital sold 19,074 Brown & Brown shares in Q1 2014, an estimated $299K.
Sumit Capital first reported a position in Brown & Brown in Q4 2013 and held it in 1 quarter.
Sumit Capital's Brown & Brown position peaked at $299K in Q4 2013.
236 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2014.

Based on Sumit Capital's 13F filing for Q1 2014, filed 7 May 2014.