Achmea Investment Management’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.6M | Buy |
23,410
+2,110
| +10% | +$234K | 0.03% | 259 |
|
2025
Q1 | $2.65M | Sell |
21,300
-1,347
| -6% | -$168K | 0.04% | 259 |
|
2024
Q4 | $2.31M | Sell |
22,647
-1,099
| -5% | -$112K | 0.04% | 278 |
|
2024
Q3 | $2.46M | Sell |
23,746
-17,364
| -42% | -$1.8M | 0.04% | 288 |
|
2024
Q2 | $3.68M | Buy |
41,110
+2,473
| +6% | +$221K | 0.07% | 246 |
|
2024
Q1 | $3.38M | Buy |
38,637
+15,367
| +66% | +$1.35M | 0.06% | 258 |
|
2023
Q4 | $1.66M | Buy |
+23,270
| New | +$1.66M | 0.03% | 340 |
|
2023
Q3 | – | Sell |
-758
| Closed | -$52K | – | 511 |
|
2023
Q2 | $52K | Hold |
758
| – | – | ﹤0.01% | 561 |
|
2023
Q1 | $43K | Sell |
758
-34,275
| -98% | -$1.94M | ﹤0.01% | 540 |
|
2022
Q4 | $1.87M | Sell |
35,033
-9,969
| -22% | -$532K | 0.06% | 289 |
|
2022
Q3 | $2.72M | Sell |
45,002
-258
| -0.6% | -$15.6K | 0.1% | 224 |
|
2022
Q2 | $2.64M | Hold |
45,260
| – | – | 0.09% | 245 |
|
2022
Q1 | $3.27M | Buy |
45,260
+3,192
| +8% | +$231K | 0.09% | 251 |
|
2021
Q4 | $2.96M | Buy |
42,068
+25,475
| +154% | +$1.79M | 0.14% | 147 |
|
2021
Q3 | $920K | Buy |
16,593
+758
| +5% | +$42K | 0.03% | 444 |
|
2021
Q2 | $842K | Hold |
15,835
| – | – | 0.03% | 440 |
|
2021
Q1 | $724K | Sell |
15,835
-81,866
| -84% | -$3.74M | 0.03% | 457 |
|
2020
Q4 | $4.63M | Buy |
97,701
+1,596
| +2% | +$75.7K | 0.17% | 166 |
|
2020
Q3 | $4.35M | Buy |
+96,105
| New | +$4.35M | 0.18% | 148 |
|