CI Investments Inc’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
Q4 | – | Sell |
-934
| Closed | -$88K | – | 732 |
|
|
2025
Q3 | $88K | Sell |
934
-141
| -13% | -$13.7K | ﹤0.01% | 906 |
|
|
2025
Q2 | $119K | Buy |
1,075
+74
| +7% | +$8.32K | ﹤0.01% | 865 |
|
|
2025
Q1 | $125K | Sell |
1,001
-127
| -11% | -$14.2K | ﹤0.01% | 835 |
|
|
2024
Q4 | $115K | Buy |
1,128
+157
| +16% | +$16.8K | ﹤0.01% | 900 |
|
|
2024
Q3 | $101K | Buy |
971
+18
| +2% | +$1.79K | ﹤0.01% | 852 |
|
|
2024
Q2 | $85K | Sell |
953
-1,594
| -63% | -$138K | ﹤0.01% | 864 |
|
|
2024
Q1 | $223K | Sell |
2,547
-251
| -9% | -$20.2K | ﹤0.01% | 672 |
|
|
2023
Q4 | $199K | Sell |
2,798
-1,395
| -33% | -$99.7K | ﹤0.01% | 647 |
|
|
2023
Q3 | $293K | Buy |
4,193
+2,184
| +109% | +$156K | ﹤0.01% | 542 |
|
|
2023
Q2 | $138K | Buy |
2,009
+54
| +3% | +$3.44K | ﹤0.01% | 706 |
|
|
2023
Q1 | $112K | Sell |
1,955
-66
| -3% | -$3.79K | ﹤0.01% | 711 |
|
|
2022
Q4 | $115K | Buy |
2,021
+1,711
| +552% | +$100K | ﹤0.01% | 708 |
|
|
2022
Q3 | $19K | Buy |
310
+282
| +1,007% | +$17.7K | ﹤0.01% | 1037 |
|
|
2022
Q2 | $2K | Sell |
28
-1
| -3% | -$61 | ﹤0.01% | 1139 |
|
|
2022
Q1 | $2K | Sell |
29
-1,662
| -98% | -$111K | ﹤0.01% | 1206 |
|
|
2021
Q4 | $119K | Sell |
1,691
-3,615
| -68% | -$233K | ﹤0.01% | 859 |
|
|
2021
Q3 | $294K | Sell |
5,306
-38
| -0.7% | -$2.12K | ﹤0.01% | 677 |
|
|
2021
Q2 | $284K | Buy |
5,344
+1,003
| +23% | +$51.6K | ﹤0.01% | 698 |
|
|
2021
Q1 | $198K | Sell |
4,341
-1,206
| -22% | -$55.4K | ﹤0.01% | 666 |
|
|
2020
Q4 | $263K | Buy |
5,547
+809
| +17% | +$37.2K | ﹤0.01% | 623 |
|
|
2020
Q3 | $214K | Buy |
4,738
+1,508
| +47% | +$67.3K | ﹤0.01% | 565 |
|
|
2020
Q2 | $132K | Sell |
3,230
-36,829
| -92% | -$1.42M | ﹤0.01% | 552 |
|
|
2020
Q1 | $1.45M | Sell |
40,059
-4,789
| -11% | -$202K | 0.01% | 321 |
|
|
2019
Q4 | $1.77M | Buy |
+44,848
| New | +$1.68M | 0.01% | 330 |
|
Other funds holding BRO
