William Blair Investment Management
BRO icon

William Blair Investment Management’s Brown & Brown BRO Stock Holding History

William Blair Investment 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
2020
Q3 		– Sell
-9,878
Closed -$403K – 347
2020
Q2 		$403K Sell
9,878
-357
-3% -$13.8K ﹤0.01% 338
2020
Q1 		$371K Sell
10,235
-5,629
-35% -$238K ﹤0.01% 334
2019
Q4 		$626K Sell
15,864
-12,206
-43% -$458K ﹤0.01% 352
2019
Q3 		$1.01M Sell
28,070
-21,825
-44% -$781K ﹤0.01% 349
2019
Q2 		$1.67M Buy
+49,895
New +$1.58M 0.01% 358

Other funds holding BRO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return

William Blair Investment Management's BRO Position: Q3 2020 in Review

William Blair Investment Management sold out of Brown & Brown (BRO) in Q3 2020, closing a stake of 9,878 shares — an estimated $403K sold.

William Blair Investment Management first reported a position in BRO in Q2 2019 and held it in 5 quarters. The position peaked at $1.67M in Q2 2019. 436 funds tracked by Wall St. Rank hold BRO as of Q3 2020.

  • William Blair Investment Management reported no remaining Brown & Brown position as of Q3 2020 after selling out during the quarter.
  • William Blair Investment Management sold 9,878 Brown & Brown shares in Q3 2020, an estimated $403K.
  • William Blair Investment Management first reported a position in Brown & Brown in Q2 2019 and held it in 5 quarters.
  • William Blair Investment Management's Brown & Brown position peaked at $1.67M in Q2 2019.
  • 436 funds tracked by Wall St. Rank held Brown & Brown as of Q3 2020.

Based on William Blair Investment Management's 13F filing for Q3 2020, filed 6 Nov 2020.