Baker Tilly Wealth Management’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 | $355K | Sell |
3,198
-3,195
| -50% | -$354K | 0.13% | 167 |
|
|
2025
Q1 | $795K | Buy |
6,393
+185
| +3% | +$23K | 0.31% | 80 |
|
|
2024
Q4 | $633K | Buy |
6,208
+41
| +0.7% | +$4.18K | 0.25% | 96 |
|
|
2024
Q3 | $639K | Buy |
6,167
+789
| +15% | +$81.7K | 0.28% | 91 |
|
|
2024
Q2 | $481K | Sell |
5,378
-4,567
| -46% | -$408K | 0.2% | 125 |
|
|
2024
Q1 | $871K | Buy |
9,945
+1,523
| +18% | +$133K | 0.16% | 144 |
|
|
2023
Q4 | $599K | Buy |
8,422
+2,451
| +41% | +$174K | 0.1% | 231 |
|
|
2023
Q3 | $417K | Sell |
5,971
-10,723
| -64% | -$749K | 0.07% | 300 |
|
|
2023
Q2 | $1.15M | Buy |
16,694
+1,831
| +12% | +$126K | 0.12% | 184 |
|
|
2023
Q1 | $853K | Sell |
14,863
-446
| -3% | -$25.6K | 0.1% | 226 |
|
|
2022
Q4 | $872K | Buy |
15,309
+6,008
| +65% | +$342K | 0.11% | 211 |
|
|
2022
Q3 | $563K | Sell |
9,301
-231
| -2% | -$14K | 0.08% | 267 |
|
|
2022
Q2 | $556K | Buy |
9,532
+1,311
| +16% | +$76.5K | 0.07% | 271 |
|
|
2022
Q1 | $594K | Buy |
8,221
+2,272
| +38% | +$164K | 0.07% | 298 |
|
|
2021
Q4 | $418K | Buy |
5,949
+1,168
| +24% | +$82.1K | 0.04% | 385 |
|
|
2021
Q3 | $265K | Buy |
4,781
+599
| +14% | +$33.2K | 0.04% | 433 |
|
|
2021
Q2 | $222K | Buy |
+4,182
| New | +$222K | 0.04% | 463 |
|