Chilton Investment Company’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 | $454K | Sell |
6,966
-820,900
| -99% | -$59.2M | 0.01% | 208 |
|
|
2025
Q4 | $66M | Sell |
827,866
-802,743
| -49% | -$67M | 1.38% | 20 |
|
|
2025
Q3 | $153M | Buy |
1,630,609
+130,009
| +9% | +$12.7M | 3.12% | 10 |
|
|
2025
Q2 | $166M | Buy |
1,500,600
+413,993
| +38% | +$46.5M | 3.69% | 8 |
|
|
2025
Q1 | $135M | Buy |
1,086,607
+54,282
| +5% | +$6.07M | 3.3% | 10 |
|
|
2024
Q4 | $105M | Buy |
1,032,325
+271,403
| +36% | +$29M | 2.71% | 10 |
|
|
2024
Q3 | $78.8M | Buy |
760,922
+31,533
| +4% | +$3.14M | 2.06% | 13 |
|
|
2024
Q2 | $65.2M | Buy |
729,389
+519,721
| +248% | +$45.1M | 1.84% | 15 |
|
|
2024
Q1 | $18.4M | Buy |
209,668
+191,646
| +1,063% | +$15.4M | 0.5% | 35 |
|
|
2023
Q4 | $1.28M | Buy |
18,022
+2,800
| +18% | +$200K | 0.04% | 94 |
|
|
2023
Q3 | $1.06M | Sell |
15,222
-546
| -3% | -$38.9K | 0.03% | 98 |
|
|
2023
Q2 | $1.09M | Sell |
15,768
-137,395
| -90% | -$8.74M | 0.03% | 96 |
|
|
2023
Q1 | $8.79M | Sell |
153,163
-322,022
| -68% | -$18.5M | 0.27% | 43 |
|
|
2022
Q4 | $27.1M | Buy |
475,185
+234,436
| +97% | +$13.7M | 0.83% | 25 |
|
|
2022
Q3 | $14.6M | Buy |
240,749
+84,933
| +55% | +$5.34M | 0.45% | 31 |
|
|
2022
Q2 | $9.09M | Sell |
155,816
-6,200
| -4% | -$381K | 0.25% | 39 |
|
|
2022
Q1 | $11.7M | Buy |
162,016
+57,331
| +55% | +$3.84M | 0.28% | 33 |
|
|
2021
Q4 | $7.36M | Buy |
104,685
+100,723
| +2,542% | +$6.5M | 0.15% | 46 |
|
|
2021
Q3 | $220K | Hold |
3,962
| – | – | 0.01% | 153 |
|
|
2021
Q2 | $211K | Buy |
+3,962
| New | +$204K | 0.01% | 134 |
|
|
2020
Q3 | – | Sell |
-10,839
| Closed | -$637K | – | 145 |
|
|
2020
Q2 | $637K | Buy |
+10,839
| New | +$418K | 0.02% | 101 |
|
|
2020
Q1 | – | Sell |
-5,070
| Closed | -$200K | – | 124 |
|
|
2019
Q4 | $200K | Buy |
+5,070
| New | +$190K | 0.01% | 122 |
|
|
2017
Q2 | – | Sell |
-12,504
| Closed | -$261K | – | 135 |
|
|
2017
Q1 | $261K | Hold |
12,504
| – | – | 0.01% | 125 |
|
|
2016
Q4 | $280K | Hold |
12,504
| – | – | 0.01% | 120 |
|
|
2016
Q3 | $236K | Hold |
12,504
| – | – | 0.01% | 115 |
|
|
2016
Q2 | $234K | Hold |
12,504
| – | – | 0.01% | 119 |
|
|
2016
Q1 | $224K | Buy |
+12,504
| New | +$201K | 0.01% | 115 |
|
Other funds holding BRO
VCM
VPM