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Wealthspire Advisors (Maryland)’s Brown & Brown BRO Stock Holding History

Wealthspire Advisors (Maryland)’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
-1,128
Closed -$33K – 675
2019
Q1 		$33K Sell
1,128
-359
-24% -$10.3K ﹤0.01% 1063
2018
Q4 		$41K Sell
1,487
-891
-37% -$25.2K ﹤0.01% 939
2018
Q3 		$70K Sell
2,378
-2,179
-48% -$64.8K 0.01% 832
2018
Q2 		$126K Buy
4,557
+659
+17% +$17.9K 0.01% 609
2018
Q1 		$99K Hold
3,898
– – 0.01% 719
2017
Q4 		$100K Sell
3,898
-160
-4% -$4.02K 0.01% 714
2017
Q3 		$98K Sell
4,058
-1,444
-26% -$32.4K 0.01% 717
2017
Q2 		$118K Sell
5,502
-80
-1% -$1.72K 0.01% 631
2017
Q1 		$116K Sell
5,582
-396
-7% -$8.57K 0.02% 549
2016
Q4 		$134K Sell
5,978
-1,018
-15% -$20.7K 0.02% 486
2016
Q3 		$132K Buy
6,996
+142
+2% +$2.63K 0.02% 493
2016
Q2 		$128K Buy
6,854
+2,646
+63% +$47K 0.02% 481
2016
Q1 		$75K Buy
4,208
+3,288
+357% +$52.8K 0.01% 599
2015
Q4 		$15K Buy
+920
New +$14.7K ﹤0.01% 1064

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

Wealthspire Advisors (Maryland)'s BRO Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Brown & Brown (BRO) in Q2 2019, closing a stake of 1,128 shares — an estimated $33K sold.

Wealthspire Advisors (Maryland) first reported a position in BRO in Q4 2015 and held it in 14 quarters. The position peaked at $134K in Q4 2016. 332 funds tracked by Wall St. Rank hold BRO as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Brown & Brown position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,128 Brown & Brown shares in Q2 2019, an estimated $33K.
  • Wealthspire Advisors (Maryland) first reported a position in Brown & Brown in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Brown & Brown position peaked at $134K in Q4 2016.
  • 332 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.