WFM
BRO icon

Wilmington Funds Management’s Brown & Brown BRO Stock Holding History

Wilmington Funds 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
2014
Q2 		$6.33M Buy
412,378
+50,138
+14% +$754K 0.64% 38
2014
Q1 		$5.57M Buy
362,240
+33,400
+10% +$513K 0.61% 39
2013
Q4 		$5.16M Buy
328,840
+16,200
+5% +$257K 0.52% 51
2013
Q3 		$5.02M Sell
312,640
-7,600
-2% -$124K 0.49% 56
2013
Q2 		$5.16M Buy
+320,240
New +$5.07M 0.49% 50

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wilmington Funds Management's BRO Position: Q2 2014 in Review

Wilmington Funds Management increased its Brown & Brown (BRO) stake by 14% in Q2 2014, buying an estimated $754K and bringing the position to 412,378 shares worth $6.33M. The position accounts for 0.64% of the portfolio, ranked #38.

Wilmington Funds Management first reported a position in BRO in Q2 2013 and has held it in 5 quarters since. 231 funds tracked by Wall St. Rank hold BRO as of Q2 2014.

  • Wilmington Funds Management held 412,378 shares of Brown & Brown worth $6.33M as of Q2 2014.
  • Wilmington Funds Management bought 50,138 Brown & Brown shares in Q2 2014, an estimated $754K.
  • Brown & Brown made up 0.64% of Wilmington Funds Management's portfolio in Q2 2014, its #38 holding.
  • Wilmington Funds Management first reported a position in Brown & Brown in Q2 2013 and has held it in 5 quarters since.
  • 231 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2014.

Based on Wilmington Funds Management's 13F filing for Q2 2014, filed 13 Aug 2014.