Ameritas Investment Partners’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 | $1.85M | Sell |
16,712
-358
| -2% | -$39.7K | 0.06% | 366 |
|
2025
Q1 | $2.12M | Sell |
17,070
-2,494
| -13% | -$310K | 0.07% | 299 |
|
2024
Q4 | $2M | Sell |
19,564
-1,352
| -6% | -$138K | 0.06% | 327 |
|
2024
Q3 | $2.17M | Buy |
20,916
+105
| +0.5% | +$10.9K | 0.07% | 304 |
|
2024
Q2 | $1.86M | Buy |
20,811
+8,986
| +76% | +$803K | 0.06% | 329 |
|
2024
Q1 | $1.04M | Hold |
11,825
| – | – | 0.04% | 617 |
|
2023
Q4 | $841K | Sell |
11,825
-5,160
| -30% | -$367K | 0.03% | 668 |
|
2023
Q3 | $1.19M | Hold |
16,985
| – | – | 0.05% | 497 |
|
2023
Q2 | $1.17M | Sell |
16,985
-6,300
| -27% | -$434K | 0.04% | 521 |
|
2023
Q1 | $1.34M | Hold |
23,285
| – | – | 0.05% | 461 |
|
2022
Q4 | $1.34M | Hold |
23,285
| – | – | 0.05% | 472 |
|
2022
Q3 | $1.41M | Sell |
23,285
-263
| -1% | -$15.9K | 0.06% | 373 |
|
2022
Q2 | $1.37M | Hold |
23,548
| – | – | 0.06% | 413 |
|
2022
Q1 | $1.7M | Hold |
23,548
| – | – | 0.06% | 379 |
|
2021
Q4 | $1.65M | Sell |
23,548
-5,445
| -19% | -$382K | 0.06% | 417 |
|
2021
Q3 | $1.61M | Sell |
28,993
-60,082
| -67% | -$3.33M | 0.06% | 393 |
|
2021
Q2 | $4.73M | Sell |
89,075
-1,043
| -1% | -$55.4K | 0.17% | 89 |
|
2021
Q1 | $4.16M | Sell |
90,118
-968
| -1% | -$44.7K | 0.16% | 92 |
|
2020
Q4 | $4.32M | Sell |
91,086
-6,548
| -7% | -$310K | 0.2% | 82 |
|
2020
Q3 | $4.42M | Sell |
97,634
-1,565
| -2% | -$70.8K | 0.2% | 76 |
|
2020
Q2 | $4.04M | Buy |
99,199
+2,510
| +3% | +$102K | 0.19% | 77 |
|
2020
Q1 | $3.5M | Buy |
96,689
+3,800
| +4% | +$138K | 0.2% | 74 |
|
2019
Q4 | $3.67M | Sell |
92,889
-5,098
| -5% | -$201K | 0.16% | 95 |
|
2019
Q3 | $3.53M | Sell |
97,987
-1,943
| -2% | -$70K | 0.16% | 102 |
|
2019
Q2 | $3.35M | Hold |
99,930
| – | – | 0.15% | 114 |
|
2019
Q1 | $2.95M | Sell |
99,930
-1,271
| -1% | -$37.5K | 0.14% | 133 |
|
2018
Q4 | $2.79M | Buy |
101,201
+33,125
| +49% | +$913K | 0.15% | 124 |
|
2018
Q3 | $2.01M | Hold |
68,076
| – | – | 0.09% | 245 |
|
2018
Q2 | $1.89M | Hold |
68,076
| – | – | 0.09% | 255 |
|
2018
Q1 | $1.73M | Sell |
68,076
-1,522
| -2% | -$38.7K | 0.08% | 295 |
|
2017
Q4 | $1.79M | Buy |
69,598
+758
| +1% | +$19.5K | 0.08% | 288 |
|
2017
Q3 | $1.55M | Hold |
68,840
| – | – | 0.07% | 340 |
|
2017
Q2 | $1.48M | Buy |
68,840
+1,164
| +2% | +$25.1K | 0.07% | 352 |
|
2017
Q1 | $1.41M | Sell |
67,676
-9,822
| -13% | -$205K | 0.07% | 364 |
|
2016
Q4 | $1.74M | Hold |
77,498
| – | – | 0.09% | 280 |
|
2016
Q3 | $1.46M | Buy |
77,498
+40,746
| +111% | +$768K | 0.08% | 317 |
|
2016
Q2 | $689K | Buy |
36,752
+1,906
| +5% | +$35.7K | 0.04% | 454 |
|
2016
Q1 | $624K | Sell |
34,846
-472
| -1% | -$8.45K | 0.04% | 475 |
|
2015
Q4 | $567K | Buy |
35,318
+682
| +2% | +$10.9K | 0.04% | 485 |
|
2015
Q3 | $536K | Hold |
34,636
| – | – | 0.04% | 505 |
|
2015
Q2 | $569K | Sell |
34,636
-748
| -2% | -$12.3K | 0.04% | 526 |
|
2015
Q1 | $586K | Buy |
35,384
+722
| +2% | +$12K | 0.04% | 522 |
|
2014
Q4 | $570K | Sell |
34,662
-746
| -2% | -$12.3K | 0.04% | 525 |
|
2014
Q3 | $569K | Hold |
35,408
| – | – | 0.04% | 507 |
|
2014
Q2 | $544K | Sell |
35,408
-990
| -3% | -$15.2K | 0.04% | 545 |
|
2014
Q1 | $560K | Sell |
36,398
-1,268
| -3% | -$19.5K | 0.04% | 519 |
|
2013
Q4 | $591K | Hold |
37,666
| – | – | 0.05% | 501 |
|
2013
Q3 | $605K | Buy |
+37,666
| New | +$605K | 0.06% | 439 |
|