Arcadia Investment Management’s Brown & Brown BRO Stock Holding History

Arcadia 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
2018 Q4	–	Sell	-2,910	Closed	-$86K	–	282
2018 Q3	$86K	Hold	2,910	–	–	0.02%	168
2018 Q2	$81K	Buy	2,910 +1,000	+52%	+$27.2K	0.02%	171
2018 Q1	$49K	Hold	1,910	–	–	0.01%	224
2017 Q4	$49K	Hold	1,910	–	–	0.01%	224
2017 Q3	$46K	Hold	1,910	–	–	0.01%	226
2017 Q2	$41K	Hold	1,910	–	–	0.01%	234
2017 Q1	$40K	Buy	+1,910	New	+$41.3K	0.01%	237
2016 Q3	–	Sell	-3,250	Closed	-$61K	–	347
2016 Q2	$61K	Buy	+3,250	New	+$57.7K	0.02%	181

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First Eagle Investment Management

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Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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