MAA
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Managed Account Advisors’s Brown & Brown BRO Stock Holding History

Managed Account Advisors’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
2015
Q2 		$2.74M Sell
166,866
-144,912
-46% -$2.37M ﹤0.01% 1706
2015
Q1 		$5.16M Buy
311,778
+2,906
+0.9% +$46.9K ﹤0.01% 1416
2014
Q4 		$5.08M Buy
308,872
+132,144
+75% +$2.12M 0.01% 1388
2014
Q3 		$2.84M Buy
176,728
+9,884
+6% +$156K ﹤0.01% 1657
2014
Q2 		$2.56M Buy
166,844
+6,304
+4% +$94.8K ﹤0.01% 1685
2014
Q1 		$2.47M Sell
160,540
-21,688
-12% -$333K ﹤0.01% 1647
2013
Q4 		$2.86M Sell
182,228
-17,110
-9% -$271K ﹤0.01% 1568
2013
Q3 		$3.2M Buy
199,338
+21,298
+12% +$348K ﹤0.01% 1463
2013
Q2 		$2.87M Buy
+178,040
New +$2.82M ﹤0.01% 1471

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return