Brown Advisory’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 | $451K | Sell |
4,063
-180
| -4% | -$20K | ﹤0.01% | 1044 |
|
|
2025
Q1 | $528K | Buy |
4,243
+79
| +2% | +$9.83K | ﹤0.01% | 962 |
|
|
2024
Q4 | $425K | Buy |
4,164
+35
| +0.8% | +$3.57K | ﹤0.01% | 1061 |
|
|
2024
Q3 | $428K | Buy |
4,129
+1
| +0% | +$104 | ﹤0.01% | 1020 |
|
|
2024
Q2 | $369K | Sell |
4,128
-136
| -3% | -$12.2K | ﹤0.01% | 1019 |
|
|
2024
Q1 | $373K | Sell |
4,264
-935
| -18% | -$81.9K | ﹤0.01% | 1013 |
|
|
2023
Q4 | $370K | Buy |
5,199
+942
| +22% | +$67K | ﹤0.01% | 1001 |
|
|
2023
Q3 | $297K | Sell |
4,257
-9,435
| -69% | -$659K | ﹤0.01% | 1021 |
|
|
2023
Q2 | $943K | Buy |
+13,692
| New | +$943K | ﹤0.01% | 764 |
|
|
2014
Q4 | – | Sell |
-22,220
| Closed | -$357K | – | 931 |
|
|
2014
Q3 | $357K | Buy |
22,220
+900
| +4% | +$14.5K | ﹤0.01% | 749 |
|
|
2014
Q2 | $327K | Hold |
21,320
| – | – | ﹤0.01% | 779 |
|
|
2014
Q1 | $328K | Buy |
+21,320
| New | +$328K | ﹤0.01% | 764 |
|