CIBC Private Wealth Group’s Brown & Brown BRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $158M | Buy |
1,421,189
+15,760
| +1% | +$1.75M | 0.28% | 95 |
|
|
2025
Q1 | $158M | Buy |
1,405,429
+14,427
| +1% | +$1.62M | 0.33% | 84 |
|
|
2024
Q4 | $143M | Sell |
1,391,002
-21,676
| -2% | -$2.22M | 0.26% | 95 |
|
|
2024
Q3 | $146M | Sell |
1,412,678
-3,085
| -0.2% | -$320K | 0.26% | 91 |
|
|
2024
Q2 | $128M | Buy |
1,415,763
+23,297
| +2% | +$2.11M | 0.24% | 102 |
|
|
2024
Q1 | $120M | Sell |
1,392,466
-3,747
| -0.3% | -$323K | 0.24% | 103 |
|
|
2023
Q4 | $99.3M | Sell |
1,396,213
-12,917
| -0.9% | -$919K | 0.21% | 112 |
|
|
2023
Q3 | $98.4M | Sell |
1,409,130
-84,794
| -6% | -$5.92M | 0.23% | 102 |
|
|
2023
Q2 | $103M | Buy |
1,493,924
+56,052
| +4% | +$3.86M | 0.22% | 105 |
|
|
2023
Q1 | $82.6M | Sell |
1,437,872
-41,717
| -3% | -$2.4M | 0.18% | 122 |
|
|
2022
Q4 | $2.47M | Sell |
1,479,589
-832,179
| -36% | -$1.39M | 0.01% | 397 |
|
|
2022
Q3 | $140M | Sell |
2,311,768
-66,230
| -3% | -$4.01M | 0.38% | 72 |
|
|
2022
Q2 | $139M | Sell |
2,377,998
-182,226
| -7% | -$10.6M | 0.36% | 73 |
|
|
2022
Q1 | $185M | Buy |
2,560,224
+966,166
| +61% | +$69.8M | 0.4% | 69 |
|
|
2021
Q4 | $112M | Sell |
1,594,058
-598
| -0% | -$42K | 0.23% | 100 |
|
|
2021
Q3 | $88.4M | Buy |
1,594,656
+33,506
| +2% | +$1.86M | 0.21% | 105 |
|
|
2021
Q2 | $83M | Buy |
1,561,150
+937,118
| +150% | +$49.8M | 0.19% | 119 |
|
|
2021
Q1 | $28.5M | Buy |
+624,032
| New | +$28.5M | 0.07% | 198 |
|