CIBC Asset Management’s Brown & Brown BRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Buy |
98,968
+32,301
| +48% | +$3.58M | 0.03% | 291 |
|
|
2025
Q1 | $8.29M | Buy |
66,667
+27,961
| +72% | +$3.48M | 0.03% | 331 |
|
|
2024
Q4 | $3.95M | Buy |
38,706
+1,707
| +5% | +$174K | 0.01% | 445 |
|
|
2024
Q3 | $3.83M | Buy |
36,999
+2,636
| +8% | +$273K | 0.01% | 445 |
|
|
2024
Q2 | $3.07M | Buy |
34,363
+656
| +2% | +$58.7K | 0.01% | 454 |
|
|
2024
Q1 | $2.95M | Buy |
33,707
+1,029
| +3% | +$90.1K | 0.01% | 484 |
|
|
2023
Q4 | $2.32M | Sell |
32,678
-1,304
| -4% | -$92.7K | 0.01% | 520 |
|
|
2023
Q3 | $2.37M | Sell |
33,982
-82
| -0.2% | -$5.73K | 0.01% | 500 |
|
|
2023
Q2 | $2.34M | Sell |
34,064
-337
| -1% | -$23.2K | 0.01% | 506 |
|
|
2023
Q1 | $1.98M | Buy |
34,401
+135
| +0.4% | +$7.75K | 0.01% | 554 |
|
|
2022
Q4 | $1.95M | Buy |
34,266
+1,265
| +4% | +$72.1K | 0.01% | 544 |
|
|
2022
Q3 | $2M | Buy |
33,001
+2,698
| +9% | +$163K | 0.01% | 531 |
|
|
2022
Q2 | $1.77M | Sell |
30,303
-71,992
| -70% | -$4.2M | 0.01% | 541 |
|
|
2022
Q1 | $7.39M | Sell |
102,295
-18,882
| -16% | -$1.36M | 0.03% | 289 |
|
|
2021
Q4 | $8.52M | Buy |
121,177
+535
| +0.4% | +$37.6K | 0.03% | 286 |
|
|
2021
Q3 | $6.69M | Sell |
120,642
-37,528
| -24% | -$2.08M | 0.03% | 302 |
|
|
2021
Q2 | $8.41M | Buy |
158,170
+6,529
| +4% | +$347K | 0.03% | 264 |
|
|
2021
Q1 | $6.93M | Buy |
151,641
+9,203
| +6% | +$421K | 0.03% | 284 |
|
|
2020
Q4 | $6.75M | Buy |
142,438
+2,572
| +2% | +$122K | 0.03% | 267 |
|
|
2020
Q3 | $6.33M | Buy |
139,866
+129,525
| +1,253% | +$5.86M | 0.03% | 246 |
|
|
2020
Q2 | $421K | Hold |
10,341
| – | – | ﹤0.01% | 719 |
|
|
2020
Q1 | $375K | Sell |
10,341
-4,862
| -32% | -$176K | ﹤0.01% | 680 |
|
|
2019
Q4 | $600K | Buy |
15,203
+2,711
| +22% | +$107K | ﹤0.01% | 692 |
|
|
2019
Q3 | $450K | Sell |
12,492
-611
| -5% | -$22K | ﹤0.01% | 735 |
|
|
2019
Q2 | $439K | Hold |
13,103
| – | – | ﹤0.01% | 763 |
|
|
2019
Q1 | $387K | Sell |
13,103
-194
| -1% | -$5.73K | ﹤0.01% | 773 |
|
|
2018
Q4 | $366K | Sell |
13,297
-94
| -0.7% | -$2.59K | ﹤0.01% | 744 |
|
|
2018
Q3 | $396K | Buy |
13,391
+58
| +0.4% | +$1.72K | ﹤0.01% | 771 |
|
|
2018
Q2 | $370K | Buy |
13,333
+497
| +4% | +$13.8K | ﹤0.01% | 786 |
|
|
2018
Q1 | $327K | Sell |
12,836
-128
| -1% | -$3.26K | ﹤0.01% | 795 |
|
|
2017
Q4 | $334K | Sell |
12,964
-906
| -7% | -$23.3K | ﹤0.01% | 790 |
|
|
2017
Q3 | $334K | Buy |
13,870
+1,380
| +11% | +$33.2K | ﹤0.01% | 778 |
|
|
2017
Q2 | $269K | Hold |
12,490
| – | – | ﹤0.01% | 816 |
|
|
2017
Q1 | $261K | Sell |
12,490
-678
| -5% | -$14.2K | ﹤0.01% | 818 |
|
|
2016
Q4 | $295K | Sell |
13,168
-186
| -1% | -$4.17K | ﹤0.01% | 791 |
|
|
2016
Q3 | $252K | Hold |
13,354
| – | – | ﹤0.01% | 823 |
|
|
2016
Q2 | $250K | Buy |
13,354
+52
| +0.4% | +$973 | ﹤0.01% | 808 |
|
|
2016
Q1 | $238K | Sell |
13,302
-252
| -2% | -$4.51K | ﹤0.01% | 809 |
|
|
2015
Q4 | $218K | Hold |
13,554
| – | – | ﹤0.01% | 832 |
|
|
2015
Q3 | $210K | Sell |
13,554
-168
| -1% | -$2.6K | ﹤0.01% | 846 |
|
|
2015
Q2 | $225K | Buy |
13,722
+98
| +0.7% | +$1.61K | ﹤0.01% | 873 |
|
|
2015
Q1 | $226K | Buy |
13,624
+350
| +3% | +$5.81K | ﹤0.01% | 868 |
|
|
2014
Q4 | $218K | Sell |
13,274
-2,652
| -17% | -$43.6K | ﹤0.01% | 861 |
|
|
2014
Q3 | $256K | Sell |
15,926
-5,226
| -25% | -$84K | ﹤0.01% | 828 |
|
|
2014
Q2 | $325K | Buy |
21,152
+4,864
| +30% | +$74.7K | ﹤0.01% | 717 |
|
|
2014
Q1 | $251K | Buy |
16,288
+16
| +0.1% | +$247 | ﹤0.01% | 864 |
|
|
2013
Q4 | $255K | Buy |
16,272
+234
| +1% | +$3.67K | ﹤0.01% | 808 |
|
|
2013
Q3 | $257K | Sell |
16,038
-346
| -2% | -$5.54K | ﹤0.01% | 765 |
|
|
2013
Q2 | $264K | Buy |
+16,384
| New | +$264K | ﹤0.01% | 756 |
|