Cambridge Investment Research Advisors’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 | $1.8M | Sell |
16,273
-2,330
| -13% | -$258K | 0.01% | 1504 |
|
|
2025
Q1 | $2.31M | Buy |
18,603
+3,351
| +22% | +$417K | 0.01% | 1255 |
|
|
2024
Q4 | $1.56M | Sell |
15,252
-7,401
| -33% | -$755K | 0.01% | 1537 |
|
|
2024
Q3 | $2.35M | Buy |
22,653
+963
| +4% | +$99.8K | 0.01% | 1227 |
|
|
2024
Q2 | $1.94M | Buy |
21,690
+1,088
| +5% | +$97.3K | 0.01% | 1295 |
|
|
2024
Q1 | $1.8M | Buy |
20,602
+2,430
| +13% | +$213K | 0.01% | 1332 |
|
|
2023
Q4 | $1.29M | Buy |
18,172
+32
| +0.2% | +$2.28K | 0.01% | 1483 |
|
|
2023
Q3 | $1.27M | Buy |
18,140
+2,767
| +18% | +$193K | 0.01% | 1418 |
|
|
2023
Q2 | $1.06M | Sell |
15,373
-10,956
| -42% | -$754K | ﹤0.01% | 1574 |
|
|
2023
Q1 | $1.51M | Buy |
26,329
+654
| +3% | +$37.6K | 0.01% | 1305 |
|
|
2022
Q4 | $1.46M | Sell |
25,675
-535
| -2% | -$30.5K | 0.01% | 1273 |
|
|
2022
Q3 | $1.59M | Sell |
26,210
-801
| -3% | -$48.4K | 0.01% | 1174 |
|
|
2022
Q2 | $1.58M | Buy |
27,011
+652
| +2% | +$38K | 0.01% | 1176 |
|
|
2022
Q1 | $1.91M | Sell |
26,359
-38,039
| -59% | -$2.75M | 0.01% | 1167 |
|
|
2021
Q4 | $4.53M | Buy |
64,398
+1,855
| +3% | +$130K | 0.02% | 686 |
|
|
2021
Q3 | $3.47M | Buy |
62,543
+1,764
| +3% | +$97.8K | 0.02% | 790 |
|
|
2021
Q2 | $3.23M | Buy |
60,779
+3,504
| +6% | +$186K | 0.02% | 856 |
|
|
2021
Q1 | $2.62M | Buy |
57,275
+31,696
| +124% | +$1.45M | 0.01% | 873 |
|
|
2020
Q4 | $1.21M | Sell |
25,579
-314
| -1% | -$14.9K | 0.01% | 1187 |
|
|
2020
Q3 | $1.17M | Sell |
25,893
-8,617
| -25% | -$390K | 0.01% | 1099 |
|
|
2020
Q2 | $1.41M | Buy |
34,510
+1,567
| +5% | +$63.9K | 0.01% | 936 |
|
|
2020
Q1 | $1.19M | Buy |
32,943
+2,362
| +8% | +$85.5K | 0.01% | 889 |
|
|
2019
Q4 | $1.21M | Sell |
30,581
-594
| -2% | -$23.4K | 0.01% | 1050 |
|
|
2019
Q3 | $1.12M | Buy |
31,175
+20,485
| +192% | +$739K | 0.01% | 1007 |
|
|
2019
Q2 | $358K | Sell |
10,690
-1,879
| -15% | -$62.9K | ﹤0.01% | 1639 |
|
|
2019
Q1 | $371K | Sell |
12,569
-978
| -7% | -$28.9K | ﹤0.01% | 1673 |
|
|
2018
Q4 | $373K | Buy |
13,547
+585
| +5% | +$16.1K | ﹤0.01% | 1503 |
|
|
2018
Q3 | $383K | Sell |
12,962
-2,456
| -16% | -$72.6K | ﹤0.01% | 1618 |
|
|
2018
Q2 | $428K | Hold |
15,418
| – | – | ﹤0.01% | 1487 |
|
|
2018
Q1 | $392K | Hold |
15,418
| – | – | ﹤0.01% | 1482 |
|
|
2017
Q4 | $397K | Buy |
15,418
+2
| +0% | +$51 | ﹤0.01% | 1457 |
|
|
2017
Q3 | $371K | Hold |
15,416
| – | – | 0.01% | 1425 |
|
|
2017
Q2 | $332K | Sell |
15,416
-1,700
| -10% | -$36.6K | ﹤0.01% | 1451 |
|
|
2017
Q1 | $357K | Sell |
17,116
-736
| -4% | -$15.4K | 0.01% | 1263 |
|
|
2016
Q4 | $400K | Buy |
17,852
+182
| +1% | +$4.08K | 0.01% | 1127 |
|
|
2016
Q3 | $333K | Sell |
17,670
-54
| -0.3% | -$1.02K | 0.01% | 1243 |
|
|
2016
Q2 | $332K | Buy |
17,724
+4,984
| +39% | +$93.4K | 0.01% | 1129 |
|
|
2016
Q1 | $228K | Buy |
12,740
+2
| +0% | +$36 | 0.01% | 1331 |
|
|
2015
Q4 | $204K | Buy |
+12,738
| New | +$204K | ﹤0.01% | 1360 |
|
|
2015
Q3 | – | Sell |
-12,820
| Closed | -$211K | – | 1493 |
|
|
2015
Q2 | $211K | Hold |
12,820
| – | – | 0.01% | 1260 |
|
|
2015
Q1 | $212K | Sell |
12,820
-1,372
| -10% | -$22.7K | 0.01% | 1213 |
|
|
2014
Q4 | $234K | Sell |
14,192
-70
| -0.5% | -$1.15K | 0.01% | 1132 |
|
|
2014
Q3 | $229K | Buy |
14,262
+212
| +2% | +$3.4K | 0.01% | 1227 |
|
|
2014
Q2 | $216K | Hold |
14,050
| – | – | 0.01% | 1165 |
|
|
2014
Q1 | $216K | Sell |
14,050
-784
| -5% | -$12.1K | 0.01% | 1123 |
|
|
2013
Q4 | $233K | Sell |
14,834
-1,620
| -10% | -$25.4K | 0.01% | 1000 |
|
|
2013
Q3 | $264K | Buy |
16,454
+12
| +0.1% | +$193 | 0.01% | 903 |
|
|
2013
Q2 | $265K | Buy |
+16,442
| New | +$265K | 0.01% | 807 |
|