Advisory Services Network’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.3M | Sell |
35,199
-805
| -2% | -$58K | 0.03% | 597 |
|
|
2025
Q4 | $2.87M | Buy |
36,004
+8,921
| +33% | +$744K | 0.04% | 476 |
|
|
2025
Q3 | $2.54M | Sell |
27,083
-6,237
| -19% | -$608K | 0.04% | 495 |
|
|
2025
Q2 | $3.04M | Sell |
33,320
-19,178
| -37% | -$2.16M | 0.05% | 404 |
|
|
2025
Q1 | $6.53M | Sell |
52,498
-1,943
| -4% | -$217K | 0.13% | 183 |
|
|
2024
Q4 | $5.55M | Buy |
54,441
+18,740
| +52% | +$2M | 0.1% | 214 |
|
|
2024
Q3 | $3.19M | Hold |
35,701
| – | – | 0.07% | 314 |
|
|
2024
Q2 | $3.19M | Buy |
35,701
+573
| +2% | +$49.7K | 0.07% | 314 |
|
|
2024
Q1 | $3.08M | Sell |
35,128
-2,271
| -6% | -$183K | 0.07% | 337 |
|
|
2023
Q4 | $2.66M | Sell |
37,399
-323
| -0.9% | -$23.1K | 0.07% | 349 |
|
|
2023
Q3 | $2.63M | Sell |
37,722
-2,289
| -6% | -$163K | 0.07% | 328 |
|
|
2023
Q2 | $2.75M | Sell |
40,011
-381
| -0.9% | -$24.2K | 0.07% | 312 |
|
|
2023
Q1 | $2.32M | Buy |
40,392
+2,215
| +6% | +$127K | 0.06% | 352 |
|
|
2022
Q4 | $2.17M | Buy |
38,177
+1,690
| +5% | +$98.8K | 0.07% | 351 |
|
|
2022
Q3 | $2.21M | Buy |
36,487
+571
| +2% | +$35.9K | 0.08% | 303 |
|
|
2022
Q2 | $2.1M | Buy |
35,916
+1,954
| +6% | +$120K | 0.07% | 329 |
|
|
2022
Q1 | $2.45M | Sell |
33,962
-1,935
| -5% | -$130K | 0.07% | 340 |
|
|
2021
Q4 | $2.52M | Sell |
35,897
-780
| -2% | -$50.3K | 0.07% | 324 |
|
|
2021
Q3 | $2.03M | Buy |
36,677
+226
| +0.6% | +$12.6K | 0.06% | 373 |
|
|
2021
Q2 | $1.94M | Buy |
36,451
+390
| +1% | +$20.1K | 0.06% | 402 |
|
|
2021
Q1 | $1.65M | Buy |
36,061
+218
| +0.6% | +$10K | 0.06% | 401 |
|
|
2020
Q4 | $1.7M | Buy |
35,843
+362
| +1% | +$16.7K | 0.07% | 352 |
|
|
2020
Q3 | $1.61M | Sell |
35,481
-1,193
| -3% | -$53.2K | 0.08% | 302 |
|
|
2020
Q2 | $1.49M | Sell |
36,674
-2,507
| -6% | -$96.7K | 0.08% | 300 |
|
|
2020
Q1 | $1.42M | Sell |
39,181
-2,269
| -5% | -$95.9K | 0.09% | 274 |
|
|
2019
Q4 | $1.64M | Sell |
41,450
-3,282
| -7% | -$123K | 0.09% | 294 |
|
|
2019
Q3 | $1.5M | Hold |
44,732
| – | – | 0.09% | 290 |
|
|
2019
Q2 | $1.5M | Buy |
44,732
+663
| +2% | +$21K | 0.09% | 290 |
|
|
2019
Q1 | $1.3M | Buy |
44,069
+900
| +2% | +$25.7K | 0.09% | 292 |
|
|
2018
Q4 | $1.19M | Buy |
43,169
+1,508
| +4% | +$42.6K | 0.1% | 267 |
|
|
2018
Q3 | $1.23M | Sell |
41,661
-403
| -1% | -$12K | 0.09% | 298 |
|
|
2018
Q2 | $1.24M | Buy |
42,064
+1,734
| +4% | +$47.2K | 0.09% | 286 |
|
|
2018
Q1 | $1.03M | Buy |
40,330
+9,724
| +32% | +$254K | 0.08% | 331 |
|
|
2017
Q4 | $787K | Buy |
+30,606
| New | +$769K | 0.07% | 362 |
|
Other funds holding BRO
VCM
VPM
