Wright Investors Service’s Brown & Brown BRO Stock Holding History

Wright Investors Service’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 Q1	–	Sell	-18,329	Closed	-$724K	–	132
2019 Q4	$724K	Buy	+18,329	New	+$688K	0.25%	96
2015 Q4	–	Sell	-14,000	Closed	-$217K	–	244
2015 Q3	$217K	Buy	14,000 +896	+7%	+$14.7K	0.1%	209
2015 Q2	$215K	Buy	+13,104	New	+$214K	0.1%	201

Other funds holding BRO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

NIPH

NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return

Wright Investors Service's BRO Position: Q1 2020 in Review

Wright Investors Service sold out of Brown & Brown (BRO) in Q1 2020, closing a stake of 18,329 shares — an estimated $724K sold.

Wright Investors Service first reported a position in BRO in Q2 2015 and held it in 3 quarters. The position peaked at $724K in Q4 2019. 397 funds tracked by Wall St. Rank hold BRO as of Q1 2020.

Wright Investors Service reported no remaining Brown & Brown position as of Q1 2020 after selling out during the quarter.
Wright Investors Service sold 18,329 Brown & Brown shares in Q1 2020, an estimated $724K.
Wright Investors Service first reported a position in Brown & Brown in Q2 2015 and held it in 3 quarters.
Wright Investors Service's Brown & Brown position peaked at $724K in Q4 2019.
397 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2020.

Based on Wright Investors Service's 13F filing for Q1 2020, filed 30 Apr 2020.