Charles Schwab’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $180M | Buy |
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|
2025
Q1 | $171M | Buy |
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|
2024
Q4 | $138M | Buy |
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|
2024
Q3 | $136M | Buy |
|
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|
2024
Q2 | $116M | Buy |
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|
2024
Q1 | $111M | Buy |
|
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|
2023
Q4 | $88.7M | Buy |
|
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|
2023
Q3 | $85.3M | Buy |
|
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|
2023
Q2 | $83M | Buy |
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|
2023
Q1 | $69.1M | Buy |
|
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|
2022
Q4 | $67.8M | Buy |
|
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|
2022
Q3 | $70M | Sell |
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|
2022
Q2 | $99.5M | Buy |
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|
2022
Q1 | $122M | Buy |
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|
2021
Q4 | $115M | Buy |
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|
2021
Q3 | $88.4M | Buy |
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|
2021
Q2 | $61.3M | Buy |
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|
2021
Q1 | $51.5M | Sell |
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|
2020
Q4 | $62M | Buy |
|
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|
2020
Q3 | $58.5M | Sell |
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|
2020
Q2 | $56M | Sell |
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|
2020
Q1 | $52.5M | Buy |
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|
2019
Q4 | $56.1M | Buy |
|
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|
2019
Q3 | $50.6M | Buy |
|
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|
2019
Q2 | $46.4M | Buy |
|
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|
2019
Q1 | $40.3M | Buy |
|
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|
2018
Q4 | $34.6M | Buy |
|
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|
2018
Q3 | $36.3M | Buy |
|
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|
2018
Q2 | $31.8M | Buy |
|
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|
2018
Q1 | $27.7M | Buy |
|
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|
2017
Q4 | $26.7M | Buy |
|
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|
2017
Q3 | $24.1M | Buy |
|
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|
2017
Q2 | $20.1M | Buy |
|
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|
2017
Q1 | $18.4M | Buy |
|
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|
2016
Q4 | $17.9M | Buy |
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|
2016
Q3 | $14.3M | Buy |
|
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|
2016
Q2 | $13.4M | Buy |
|
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|
2016
Q1 | $12.2M | Buy |
|
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|
2015
Q4 | $10.5M | Buy |
|
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|
2015
Q3 | $9.68M | Buy |
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|
2015
Q2 | $9.56M | Buy |
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|
2015
Q1 | $9.12M | Buy |
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|
2014
Q4 | $7.98M | Buy |
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|
2014
Q3 | $7.33M | Buy |
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|
2014
Q2 | $6.75M | Buy |
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|
2014
Q1 | $6.3M | Buy |
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|
2013
Q4 | $5.75M | Buy |
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|
2013
Q3 | $5.52M | Buy |
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|
2013
Q2 | $5.03M | Buy |
|