Joel Isaacson & Co’s Brown & Brown BRO Stock Holding History

Joel Isaacson & Co’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
2017 Q1	–	Sell	-200	Closed	-$4K	–	226
2016 Q4	$4K	Hold	200	–	–	﹤0.01%	573
2016 Q3	$4K	Hold	200	–	–	﹤0.01%	632
2016 Q2	$4K	Hold	200	–	–	﹤0.01%	631
2016 Q1	$4K	Hold	200	–	–	﹤0.01%	677
2015 Q4	$3K	Hold	200	–	–	﹤0.01%	655
2015 Q3	$3K	Hold	200	–	–	﹤0.01%	656
2015 Q2	$3K	Hold	200	–	–	﹤0.01%	682
2015 Q1	$3K	Hold	200	–	–	﹤0.01%	634
2014 Q4	$3K	Hold	200	–	–	﹤0.01%	559
2014 Q3	$3K	Hold	200	–	–	﹤0.01%	551
2014 Q2	$3K	Hold	200	–	–	﹤0.01%	525
2014 Q1	$3K	Hold	200	–	–	﹤0.01%	517
2013 Q4	$3K	Hold	200	–	–	﹤0.01%	474
2013 Q3	$3K	Hold	200	–	–	﹤0.01%	457
2013 Q2	$3K	Buy	+200	New	+$3.16K	﹤0.01%	425

Other funds holding BRO

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Principal Financial Group

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

T. Rowe Price Associates

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

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return