Baird Financial Group’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
$19.8M Buy
178,800
+3,582
+2% +$397K 0.03% 366
2025
Q1
$21.8M Sell
175,218
-3,041
-2% -$378K 0.04% 332
2024
Q4
$18.2M Sell
178,259
-8,160
-4% -$832K 0.03% 377
2024
Q3
$19.3M Sell
186,419
-1,724
-0.9% -$179K 0.04% 342
2024
Q2
$16.8M Buy
188,143
+1,240
+0.7% +$111K 0.03% 364
2024
Q1
$16.4M Buy
186,903
+1,324
+0.7% +$116K 0.03% 368
2023
Q4
$13.2M Sell
185,579
-877
-0.5% -$62.4K 0.03% 409
2023
Q3
$13M Buy
186,456
+1,808
+1% +$126K 0.04% 373
2023
Q2
$12.7M Buy
184,648
+3,499
+2% +$241K 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% -$792K 0.03% 412
2022
Q3
$12.6M Buy
208,150
+8,739
+4% +$529K 0.04% 372
2022
Q2
$11.6M Buy
199,411
+39,496
+25% +$2.3M 0.03% 406
2022
Q1
$11.6M Buy
159,915
+3,775
+2% +$273K 0.03% 413
2021
Q4
$11M Buy
156,140
+8,864
+6% +$623K 0.03% 417
2021
Q3
$8.17M Buy
147,276
+10,686
+8% +$593K 0.02% 471
2021
Q2
$7.26M Buy
136,590
+4,138
+3% +$220K 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% +$58K 0.01% 553
2020
Q3
$4.6M Buy
101,541
+14,588
+17% +$660K 0.02% 508
2020
Q2
$3.54M Buy
+86,953
New +$3.54M 0.01% 567