Confluence Investment Management’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
Q3 | $28M | Sell |
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|
2025
Q2 | $33.2M | Sell |
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|
2025
Q1 | $61.4M | Sell |
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|
2024
Q4 | $53.5M | Sell |
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|
2024
Q3 | $56.1M | Sell |
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|
2024
Q2 | $49.4M | Sell |
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|
2024
Q1 | $49.6M | Sell |
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|
2023
Q4 | $42.1M | Sell |
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|
2023
Q3 | $42.1M | Sell |
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|
2023
Q2 | $42.9M | Sell |
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|
2023
Q1 | $35.8M | Buy |
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|
2022
Q4 | $34.8M | Sell |
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|
2022
Q3 | $37M | Sell |
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|
2022
Q2 | $35.8M | Sell |
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|
2022
Q1 | $47.4M | Sell |
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|
2021
Q4 | $50.7M | Sell |
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|
2021
Q3 | $47.1M | Sell |
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|
2021
Q2 | $51.3M | Buy |
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|
2021
Q1 | $43.9M | Buy |
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|
2020
Q4 | $45.3M | Sell |
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|
2020
Q3 | $44.1M | Sell |
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|
2020
Q2 | $40.9M | Sell |
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|
2020
Q1 | $38.2M | Sell |
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|
2019
Q4 | $38.5M | Buy |
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|
2019
Q3 | $41.4M | Sell |
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|
2019
Q2 | $38.5M | Buy |
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|
2019
Q1 | $33.6M | Buy |
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|
2018
Q4 | $31M | Buy |
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|
2018
Q3 | $32.1M | Buy |
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|
2018
Q2 | $29M | Buy |
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|
2018
Q1 | $25M | Sell |
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|
2017
Q4 | $25.6M | Buy |
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|
2017
Q3 | $24M | Buy |
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|
2017
Q2 | $21M | Buy |
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|
2017
Q1 | $20.1M | Buy |
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|
2016
Q4 | $20.8M | Sell |
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|
2016
Q3 | $23.8M | Sell |
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|
2016
Q2 | $29.1M | Sell |
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|
2016
Q1 | $32.5M | Buy |
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|
2015
Q4 | $27.2M | Buy |
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|
2015
Q3 | $23.3M | Buy |
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|
2015
Q2 | $21.1M | Buy |
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|
2015
Q1 | $18M | Buy |
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|
2014
Q4 | $14.4M | Buy |
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|
2014
Q3 | $12.4M | Buy |
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|
2014
Q2 | $10.7M | Buy |
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|
2014
Q1 | $10.1M | Buy |
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|
2013
Q4 | $6.23M | Buy |
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|
2013
Q3 | $5.44M | Buy |
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|
2013
Q2 | $5.03M | Buy |
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