Bank of Montreal’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 | $57.2M | Sell |
515,601
-16,639
| -3% | -$1.84M | 0.03% | 368 |
|
|
2025
Q1 | $66.2M | Buy |
532,240
+153,100
| +40% | +$19M | 0.03% | 328 |
|
|
2024
Q4 | $38.7M | Buy |
379,140
+1,690
| +0.4% | +$172K | 0.02% | 491 |
|
|
2024
Q3 | $38.7M | Buy |
377,450
+10,679
| +3% | +$1.1M | 0.02% | 524 |
|
|
2024
Q2 | $33.8M | Sell |
366,771
-336,041
| -48% | -$31M | 0.01% | 558 |
|
|
2024
Q1 | $61.6M | Buy |
702,812
+361,367
| +106% | +$31.7M | 0.02% | 370 |
|
|
2023
Q4 | $24.3M | Buy |
341,445
+47,919
| +16% | +$3.41M | 0.01% | 638 |
|
|
2023
Q3 | $21.3M | Sell |
293,526
-43,015
| -13% | -$3.12M | 0.01% | 636 |
|
|
2023
Q2 | $23.2M | Buy |
336,541
+4,306
| +1% | +$297K | 0.01% | 625 |
|
|
2023
Q1 | $19.1M | Buy |
332,235
+195,355
| +143% | +$11.2M | 0.01% | 642 |
|
|
2022
Q4 | $7.82M | Sell |
136,880
-18,429
| -12% | -$1.05M | ﹤0.01% | 945 |
|
|
2022
Q3 | $9.76K | Buy |
155,309
+23,496
| +18% | +$1.48K | ﹤0.01% | 848 |
|
|
2022
Q2 | $7.88K | Sell |
131,813
-14,841
| -10% | -$887 | ﹤0.01% | 979 |
|
|
2022
Q1 | $10.7M | Sell |
146,654
-6,673
| -4% | -$485K | 0.01% | 917 |
|
|
2021
Q4 | $10.7M | Sell |
153,327
-235,871
| -61% | -$16.5M | 0.01% | 911 |
|
|
2021
Q3 | $22.5M | Buy |
389,198
+145,451
| +60% | +$8.42M | 0.01% | 789 |
|
|
2021
Q2 | $13.1M | Buy |
243,747
+4,725
| +2% | +$254K | 0.01% | 1064 |
|
|
2021
Q1 | $11.3M | Sell |
239,022
-18,132
| -7% | -$858K | 0.01% | 854 |
|
|
2020
Q4 | $12.1M | Buy |
257,154
+130
| +0.1% | +$6.11K | 0.01% | 819 |
|
|
2020
Q3 | $11.8M | Sell |
257,024
-8,832
| -3% | -$404K | 0.01% | 722 |
|
|
2020
Q2 | $10.9M | Buy |
265,856
+18,053
| +7% | +$738K | 0.01% | 728 |
|
|
2020
Q1 | $8.64M | Sell |
247,803
-234,105
| -49% | -$8.16M | 0.01% | 696 |
|
|
2019
Q4 | $19M | Buy |
481,908
+226,166
| +88% | +$8.93M | 0.01% | 638 |
|
|
2019
Q3 | $9.22M | Buy |
255,742
+4,468
| +2% | +$161K | 0.01% | 806 |
|
|
2019
Q2 | $8.42M | Sell |
251,274
-1,597
| -0.6% | -$53.5K | 0.01% | 863 |
|
|
2019
Q1 | $7.46M | Buy |
252,871
+6,876
| +3% | +$203K | 0.01% | 876 |
|
|
2018
Q4 | $6.78M | Sell |
245,995
-72,724
| -23% | -$2M | 0.01% | 867 |
|
|
2018
Q3 | $9.42M | Sell |
318,719
-28,921
| -8% | -$855K | 0.01% | 861 |
|
|
2018
Q2 | $9.64M | Sell |
347,640
-270,438
| -44% | -$7.5M | 0.01% | 853 |
|
|
2018
Q1 | $15.7M | Buy |
618,078
+213,996
| +53% | +$5.44M | 0.01% | 656 |
|
|
2017
Q4 | $10.4M | Sell |
404,082
-43,258
| -10% | -$1.11M | 0.01% | 800 |
|
|
2017
Q3 | $10.8M | Sell |
447,340
-319,808
| -42% | -$7.71M | 0.01% | 798 |
|
|
2017
Q2 | $16.5M | Buy |
767,148
+324,372
| +73% | +$6.99M | 0.02% | 625 |
|
|
2017
Q1 | $9.24M | Sell |
442,776
-51,518
| -10% | -$1.07M | 0.01% | 801 |
|
|
2016
Q4 | $10.7M | Buy |
494,294
+7,130
| +1% | +$155K | 0.01% | 733 |
|
|
2016
Q3 | $9.19M | Buy |
487,164
+10,198
| +2% | +$192K | 0.01% | 801 |
|
|
2016
Q2 | $8.94M | Buy |
476,966
+12,384
| +3% | +$232K | 0.01% | 812 |
|
|
2016
Q1 | $8.32M | Sell |
464,582
-93,834
| -17% | -$1.68M | 0.01% | 763 |
|
|
2015
Q4 | $8.96M | Buy |
558,416
+22,508
| +4% | +$361K | 0.01% | 740 |
|
|
2015
Q3 | $8.3M | Sell |
535,908
-7,616
| -1% | -$118K | 0.01% | 743 |
|
|
2015
Q2 | $8.93M | Buy |
543,524
+277,826
| +105% | +$4.56M | 0.01% | 812 |
|
|
2015
Q1 | $4.4M | Buy |
265,698
+260,548
| +5,059% | +$4.31M | 0.01% | 1012 |
|
|
2014
Q4 | $84K | Sell |
5,150
-1,310
| -20% | -$21.4K | ﹤0.01% | 2487 |
|
|
2014
Q3 | $104K | Sell |
6,460
-69,362
| -91% | -$1.12M | ﹤0.01% | 2375 |
|
|
2014
Q2 | $1.16M | Buy |
75,822
+58,454
| +337% | +$897K | ﹤0.01% | 1388 |
|
|
2014
Q1 | $267K | Buy |
17,368
+6,218
| +56% | +$95.6K | ﹤0.01% | 1919 |
|
|
2013
Q4 | $175K | Buy |
11,150
+710
| +7% | +$11.1K | ﹤0.01% | 1992 |
|
|
2013
Q3 | $167K | Buy |
10,440
+42
| +0.4% | +$672 | ﹤0.01% | 1960 |
|
|
2013
Q2 | $167K | Buy |
+10,398
| New | +$167K | ﹤0.01% | 1914 |
|