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Tiedemann Advisors’s Brown & Brown BRO Stock Holding History

Tiedemann Advisors’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
Q2 		– Sell
-7,900
Closed -$232K – 307
2019
Q1 		$232K Sell
7,900
-350
-4% -$9.99K 0.01% 396
2018
Q4 		$228K Buy
+8,250
New +$233K 0.01% 375

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Tiedemann Advisors's BRO Position: Q2 2019 in Review

Tiedemann Advisors sold out of Brown & Brown (BRO) in Q2 2019, closing a stake of 7,900 shares — an estimated $232K sold.

Tiedemann Advisors first reported a position in BRO in Q4 2018 and held it in 2 quarters. The position peaked at $232K in Q1 2019. 332 funds tracked by Wall St. Rank hold BRO as of Q2 2019.

  • Tiedemann Advisors reported no remaining Brown & Brown position as of Q2 2019 after selling out during the quarter.
  • Tiedemann Advisors sold 7,900 Brown & Brown shares in Q2 2019, an estimated $232K.
  • Tiedemann Advisors first reported a position in Brown & Brown in Q4 2018 and held it in 2 quarters.
  • Tiedemann Advisors's Brown & Brown position peaked at $232K in Q1 2019.
  • 332 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2019.

Based on Tiedemann Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.