DCM
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Dynamic Capital Management’s Brown & Brown BRO Stock Holding History

Dynamic Capital 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
Q1 		– Sell
-17,050
Closed -$439K – 105
2017
Q4 		$439K Sell
17,050
-43,136
-72% -$1.08M 0.15% 164
2017
Q3 		$1.45M Buy
60,186
+28,254
+88% +$634K 0.42% 61
2017
Q2 		$688K Sell
31,932
-12,914
-29% -$277K 0.16% 136
2017
Q1 		$935K Buy
+44,846
New +$970K 0.15% 168
2016
Q4 		– Sell
-100,886
Closed -$1.9M – 388
2016
Q3 		$1.9M Buy
+100,886
New +$1.87M 0.25% 136
2015
Q4 		– Sell
-15,166
Closed -$235K – 357
2015
Q3 		$235K Buy
+15,166
New +$249K 0.06% 324
2014
Q2 		– Sell
-15,532
Closed -$239K – 404
2014
Q1 		$239K Sell
15,532
-98,534
-86% -$1.51M 0.08% 357
2013
Q4 		$1.79M Buy
114,066
+76,242
+202% +$1.21M 0.34% 81
2013
Q3 		$607K Buy
37,824
+10,360
+38% +$169K 0.14% 261
2013
Q2 		$443K Buy
+27,464
New +$435K 0.12% 230

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State Street
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T. Rowe Price Associates
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Principal Financial Group
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Victory Capital Management
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return