Ameriprise’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
$20.3M Buy
311,112
+37,170
+14% +$2.68M ﹤0.01% 1398
2025
Q4
$21.8M Sell
273,942
-7,479
-3% -$624K ﹤0.01% 1353
2025
Q3
$26.4M Sell
281,421
-21,640
-7% -$2.11M 0.01% 1217
2025
Q2
$33.6M Sell
303,061
-256,930
-46% -$28.9M 0.01% 1075
2025
Q1
$69.7M Sell
559,991
-29,127
-5% -$3.25M 0.02% 690
2024
Q4
$60.1M Buy
589,118
+28,127
+5% +$3M 0.02% 748
2024
Q3
$58.3M Buy
560,991
+55,876
+11% +$5.56M 0.02% 778
2024
Q2
$45.2M Buy
505,115
+186,854
+59% +$16.2M 0.01% 847
2024
Q1
$27.9M Buy
318,261
+24,494
+8% +$1.97M 0.01% 1110
2023
Q4
$20.9M Sell
293,767
-301,630
-51% -$21.6M 0.01% 1250
2023
Q3
$41.6M Sell
595,397
-29,869
-5% -$2.13M 0.01% 835
2023
Q2
$43M Sell
625,266
-22,065
-3% -$1.4M 0.01% 827
2023
Q1
$37.2M Buy
647,331
+7,213
+1% +$415K 0.01% 897
2022
Q4
$36.5M Sell
640,118
-44,274
-6% -$2.59M 0.01% 863
2022
Q3
$41.9M Buy
684,392
+33,967
+5% +$2.14M 0.02% 773
2022
Q2
$37.4M Sell
650,425
-8,661
-1% -$532K 0.01% 847
2022
Q1
$45.7M Buy
659,086
+336,889
+105% +$22.6M 0.01% 847
2021
Q4
$20.5M Buy
322,197
+217,550
+208% +$14M 0.01% 1385
2021
Q3
$5.8M Sell
104,647
-321,826
-75% -$17.9M ﹤0.01% 2285
2021
Q2
$22.7M Sell
426,473
-18,709
-4% -$962K 0.01% 1255
2021
Q1
$20.3M Sell
445,182
-12,240
-3% -$562K 0.01% 1309
2020
Q4
$21.7M Sell
457,422
-20,439
-4% -$941K 0.01% 1175
2020
Q3
$21.6M Sell
477,861
-174,856
-27% -$7.8M 0.01% 1035
2020
Q2
$26.6M Sell
652,717
-2,062
-0.3% -$79.5K 0.01% 911
2020
Q1
$23.7M Buy
654,779
+85,660
+15% +$3.62M 0.01% 850
2019
Q4
$22.5M Sell
569,119
-54,043
-9% -$2.03M 0.01% 1102
2019
Q3
$22.5M Sell
623,162
-23,500
-4% -$841K 0.01% 1051
2019
Q2
$21.7M Buy
646,662
+22,674
+4% +$719K 0.01% 1101
2019
Q1
$18.4M Sell
623,988
-241,198
-28% -$6.89M 0.01% 1204
2018
Q4
$23.8M Buy
865,186
+181,853
+27% +$5.14M 0.01% 956
2018
Q3
$20.2M Buy
683,333
+37,077
+6% +$1.1M 0.01% 1287
2018
Q2
$17.9M Buy
646,256
+21,262
+3% +$579K 0.01% 1261
2018
Q1
$15.9M Sell
624,994
-14,806
-2% -$387K 0.01% 1296
2017
Q4
$16.5M Sell
639,800
-22,076
-3% -$554K 0.01% 1216
2017
Q3
$15.9M Buy
661,876
+13,842
+2% +$311K 0.01% 1216
2017
Q2
$14M Buy
648,034
+27,634
+4% +$592K 0.01% 1286
2017
Q1
$12.9M Buy
620,400
+26,828
+5% +$580K 0.01% 1332
2016
Q4
$13.3M Buy
593,572
+16,942
+3% +$344K 0.01% 1288
2016
Q3
$10.9M Buy
576,630
+1,312
+0.2% +$24.3K 0.01% 1380
2016
Q2
$10.8M Buy
575,318
+28,590
+5% +$508K 0.01% 1323
2016
Q1
$9.79M Sell
546,728
-6,400
-1% -$103K 0.01% 1434
2015
Q4
$8.88M Sell
553,128
-11,636
-2% -$186K 0.01% 1532
2015
Q3
$8.74M Sell
564,764
-778
-0.1% -$12.8K 0.01% 1570
2015
Q2
$9.29M Sell
565,542
-4,348,244
-88% -$71.1M 0.01% 1661
2015
Q1
$81.3M Buy
4,913,786
+82,644
+2% +$1.33M 0.05% 371
2014
Q4
$79.5M Sell
4,831,142
-117,558
-2% -$1.89M 0.05% 383
2014
Q3
$79.5M Sell
4,948,700
-28,506
-0.6% -$451K 0.05% 380
2014
Q2
$76.4M Sell
4,977,206
-153,888
-3% -$2.31M 0.05% 387
2014
Q1
$78.9M Buy
5,131,094
+134,298
+3% +$2.06M 0.05% 368
2013
Q4
$78.4M Buy
4,996,796
+723,148
+17% +$11.5M 0.05% 372
2013
Q3
$68.6M Buy
4,273,648
+2,604,090
+156% +$42.5M 0.05% 436
2013
Q2
$26.9M Buy
+1,669,558
New +$26.4M 0.02% 814

Other funds holding BRO