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Wall Street Associates’s Brown & Brown BRO Stock Holding History

Wall Street Associates’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 		– Sell
-75,892
Closed -$1.22M – 302
2013
Q2 		$1.22M Buy
+75,892
New +$1.2M 0.12% 181

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

Wall Street Associates's BRO Position: Q3 2013 in Review

Wall Street Associates sold out of Brown & Brown (BRO) in Q3 2013, closing a stake of 75,892 shares — an estimated $1.22M sold.

Wall Street Associates first reported a position in BRO in Q2 2013 and held it in 1 quarter. The position peaked at $1.22M in Q2 2013. 251 funds tracked by Wall St. Rank hold BRO as of Q3 2013.

  • Wall Street Associates reported no remaining Brown & Brown position as of Q3 2013 after selling out during the quarter.
  • Wall Street Associates sold 75,892 Brown & Brown shares in Q3 2013, an estimated $1.22M.
  • Wall Street Associates first reported a position in Brown & Brown in Q2 2013 and held it in 1 quarter.
  • Wall Street Associates's Brown & Brown position peaked at $1.22M in Q2 2013.
  • 251 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2013.

Based on Wall Street Associates's 13F filing for Q3 2013, filed 12 Nov 2013.