Baird Financial Group’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 | $13.3M | Buy |
204,007
+22,844
| +13% | +$1.65M | 0.02% | 482 |
|
|
2025
Q4 | $14.4M | Buy |
181,163
+1,774
| +1% | +$148K | 0.02% | 452 |
|
|
2025
Q3 | $16.8M | Buy |
179,389
+589
| +0.3% | +$57.4K | 0.03% | 414 |
|
|
2025
Q2 | $19.8M | Buy |
178,800
+3,582
| +2% | +$403K | 0.03% | 366 |
|
|
2025
Q1 | $21.8M | Sell |
175,218
-3,041
| -2% | -$340K | 0.04% | 332 |
|
|
2024
Q4 | $18.2M | Sell |
178,259
-8,160
| -4% | -$871K | 0.03% | 377 |
|
|
2024
Q3 | $19.3M | Sell |
186,419
-1,724
| -0.9% | -$171K | 0.04% | 342 |
|
|
2024
Q2 | $16.8M | Buy |
188,143
+1,240
| +0.7% | +$108K | 0.03% | 364 |
|
|
2024
Q1 | $16.4M | Buy |
186,903
+1,324
| +0.7% | +$106K | 0.03% | 368 |
|
|
2023
Q4 | $13.2M | Sell |
185,579
-877
| -0.5% | -$62.7K | 0.03% | 409 |
|
|
2023
Q3 | $13M | Buy |
186,456
+1,808
| +1% | +$129K | 0.04% | 373 |
|
|
2023
Q2 | $12.7M | Buy |
184,648
+3,499
| +2% | +$223K | 0.03% | 393 |
|
|
2023
Q1 | $10.4M | Sell |
181,149
-13,093
| -7% | -$752K | 0.03% | 416 |
|
|
2022
Q4 | $11.1M | Sell |
194,242
-13,908
| -7% | -$813K | 0.03% | 412 |
|
|
2022
Q3 | $12.6M | Buy |
208,150
+8,739
| +4% | +$550K | 0.04% | 372 |
|
|
2022
Q2 | $11.6M | Buy |
199,411
+39,496
| +25% | +$2.42M | 0.03% | 406 |
|
|
2022
Q1 | $11.6M | Buy |
159,915
+3,775
| +2% | +$253K | 0.03% | 413 |
|
|
2021
Q4 | $11M | Buy |
156,140
+8,864
| +6% | +$572K | 0.03% | 417 |
|
|
2021
Q3 | $8.17M | Buy |
147,276
+10,686
| +8% | +$596K | 0.02% | 471 |
|
|
2021
Q2 | $7.26M | Buy |
136,590
+4,138
| +3% | +$213K | 0.02% | 491 |
|
|
2021
Q1 | $6.05M | Buy |
132,452
+29,688
| +29% | +$1.36M | 0.02% | 523 |
|
|
2020
Q4 | $4.87M | Buy |
102,764
+1,223
| +1% | +$56.3K | 0.01% | 553 |
|
|
2020
Q3 | $4.6M | Buy |
101,541
+14,588
| +17% | +$651K | 0.02% | 508 |
|
|
2020
Q2 | $3.54M | Buy |
+86,953
| New | +$3.35M | 0.01% | 567 |
|
Other funds holding BRO
VCM
VPM
