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Wilbanks Smith & Thomas Asset Management’s Brown & Brown BRO Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2018
Q4 		– Sell
-3,300
Closed -$98K – 472
2018
Q3 		$98K Buy
+3,300
New +$98.1K 0.01% 542

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Principal Financial Group
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Select Equity Group
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State Street
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T. Rowe Price Associates
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's BRO Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Brown & Brown (BRO) in Q4 2018, closing a stake of 3,300 shares — an estimated $98K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in BRO in Q3 2018 and held it in 1 quarter. The position peaked at $98K in Q3 2018. 320 funds tracked by Wall St. Rank hold BRO as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Brown & Brown position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 3,300 Brown & Brown shares in Q4 2018, an estimated $98K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Brown & Brown in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Brown & Brown position peaked at $98K in Q3 2018.
  • 320 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.