Checchi Capital Advisers’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $239K | Buy |
3,669
+664
| +22% | +$47.9K | 0.02% | 529 |
|
|
2025
Q4 | $239K | Sell |
3,005
-242
| -7% | -$20.2K | 0.02% | 483 |
|
|
2025
Q3 | $305K | Sell |
3,247
-261
| -7% | -$25.4K | 0.02% | 434 |
|
|
2025
Q2 | $389K | Buy |
3,508
+41
| +1% | +$4.61K | 0.03% | 391 |
|
|
2025
Q1 | $431K | Buy |
3,467
+21
| +0.6% | +$2.35K | 0.03% | 366 |
|
|
2024
Q4 | $352K | Sell |
3,446
-1,064
| -24% | -$114K | 0.03% | 399 |
|
|
2024
Q3 | $467K | Hold |
4,510
| – | – | 0.03% | 347 |
|
|
2024
Q2 | $403K | Sell |
4,510
-66
| -1% | -$5.73K | 0.03% | 370 |
|
|
2024
Q1 | $401K | Sell |
4,576
-70
| -2% | -$5.63K | 0.03% | 375 |
|
|
2023
Q4 | $330K | Sell |
4,646
-115
| -2% | -$8.22K | 0.03% | 401 |
|
|
2023
Q3 | $333K | Sell |
4,761
-48
| -1% | -$3.42K | 0.03% | 380 |
|
|
2023
Q2 | $331K | Sell |
4,809
-27
| -0.6% | -$1.72K | 0.03% | 396 |
|
|
2023
Q1 | $278K | Hold |
4,836
| – | – | 0.03% | 439 |
|
|
2022
Q4 | $276K | Sell |
4,836
-169
| -3% | -$9.88K | 0.03% | 416 |
|
|
2022
Q3 | $303K | Hold |
5,005
| – | – | 0.03% | 385 |
|
|
2022
Q2 | $326K | Buy |
5,005
+502
| +11% | +$30.8K | 0.03% | 400 |
|
|
2022
Q1 | $325K | Sell |
4,503
-43
| -0.9% | -$2.88K | 0.03% | 382 |
|
|
2021
Q4 | $319K | Buy |
4,546
+40
| +0.9% | +$2.58K | 0.04% | 371 |
|
|
2021
Q3 | $250K | Buy |
4,506
+10
| +0.2% | +$557 | 0.03% | 418 |
|
|
2021
Q2 | $239K | Sell |
4,496
-146
| -3% | -$7.51K | 0.03% | 455 |
|
|
2021
Q1 | $212K | Buy |
4,642
+67
| +1% | +$3.08K | 0.03% | 471 |
|
|
2020
Q4 | $217K | Buy |
+4,575
| New | +$211K | 0.03% | 441 |
|
|
2020
Q3 | – | Sell |
-4,926
| Closed | -$201K | – | 460 |
|
|
2020
Q2 | $201K | Buy |
+4,926
| New | +$190K | 0.04% | 411 |
|
|
2016
Q3 | – | Sell |
-4,136
| Closed | -$77K | – | 505 |
|
|
2016
Q2 | $77K | Sell |
4,136
-130
| -3% | -$2.31K | 0.02% | 682 |
|
|
2016
Q1 | $76K | Buy |
+4,266
| New | +$68.5K | 0.02% | 683 |
|
Other funds holding BRO
VCM
VPM
