CIBC Private Wealth Group’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 | $158M | Buy |
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|
2025
Q1 | $158M | Buy |
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|
2024
Q4 | $143M | Sell |
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|
2024
Q3 | $146M | Sell |
|
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|
2024
Q2 | $128M | Buy |
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|
2024
Q1 | $120M | Sell |
|
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|
2023
Q4 | $99.3M | Sell |
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|
2023
Q3 | $98.4M | Sell |
|
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|
2023
Q2 | $103M | Buy |
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|
2023
Q1 | $82.6M | Sell |
|
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|
2022
Q4 | $2.47M | Sell |
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|
2022
Q3 | $140M | Sell |
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|
2022
Q2 | $139M | Sell |
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|
2022
Q1 | $185M | Buy |
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|
2021
Q4 | $112M | Sell |
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|
2021
Q3 | $88.4M | Buy |
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|
2021
Q2 | $83M | Buy |
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|
2021
Q1 | $28.5M | Buy |
|