VAM
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Visium Asset Management’s Brown & Brown BRO Stock Holding History

Visium Asset 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
2015
Q4 		– Sell
-159,938
Closed -$2.48M – 612
2015
Q3 		$2.48M Buy
159,938
+133,304
+501% +$2.19M 0.04% 411
2015
Q2 		$438K Buy
+26,634
New +$436K 0.01% 684
2014
Q4 		– Sell
-293,388
Closed -$4.72M – 1044
2014
Q3 		$4.72M Buy
293,388
+84,748
+41% +$1.34M 0.08% 284
2014
Q2 		$3.2M Buy
+208,640
New +$3.14M 0.05% 308
2014
Q1 		– Sell
-36,816
Closed -$578K – 879
2013
Q4 		$578K Buy
+36,816
New +$584K 0.01% 559

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return