Creative Planning’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.6M | Buy |
177,258
+77,803
| +78% | +$5.61M | 0.01% | 632 |
|
|
2025
Q4 | $7.93M | Buy |
99,455
+4,275
| +4% | +$357K | 0.01% | 723 |
|
|
2025
Q3 | $8.93M | Buy |
95,180
+24,982
| +36% | +$2.43M | 0.01% | 613 |
|
|
2025
Q2 | $7.78M | Buy |
70,198
+3,433
| +5% | +$386K | 0.01% | 595 |
|
|
2025
Q1 | $8.31M | Buy |
66,765
+1,619
| +2% | +$181K | 0.01% | 550 |
|
|
2024
Q4 | $6.65M | Buy |
65,146
+35,254
| +118% | +$3.76M | 0.01% | 575 |
|
|
2024
Q3 | $3.1M | Buy |
29,892
+112
| +0.4% | +$11.1K | ﹤0.01% | 843 |
|
|
2024
Q2 | $2.66M | Buy |
29,780
+12,236
| +70% | +$1.06M | ﹤0.01% | 866 |
|
|
2024
Q1 | $1.54M | Buy |
17,544
+3,510
| +25% | +$282K | ﹤0.01% | 1090 |
|
|
2023
Q4 | $998K | Buy |
14,034
+5,253
| +60% | +$375K | ﹤0.01% | 1232 |
|
|
2023
Q3 | $613K | Sell |
8,781
-881
| -9% | -$62.8K | ﹤0.01% | 1430 |
|
|
2023
Q2 | $665K | Sell |
9,662
-379
| -4% | -$24.1K | ﹤0.01% | 1383 |
|
|
2023
Q1 | $577K | Sell |
10,041
-5,182
| -34% | -$298K | ﹤0.01% | 1380 |
|
|
2022
Q4 | $867K | Buy |
15,223
+1,483
| +11% | +$86.7K | ﹤0.01% | 1107 |
|
|
2022
Q3 | $831K | Buy |
13,740
+734
| +6% | +$46.2K | ﹤0.01% | 1042 |
|
|
2022
Q2 | $759K | Buy |
13,006
+5,999
| +86% | +$368K | ﹤0.01% | 1089 |
|
|
2022
Q1 | $506K | Buy |
7,007
+1,991
| +40% | +$134K | ﹤0.01% | 1316 |
|
|
2021
Q4 | $353K | Sell |
5,016
-61
| -1% | -$3.94K | ﹤0.01% | 1513 |
|
|
2021
Q3 | $282K | Buy |
5,077
+1
| +0% | +$56 | ﹤0.01% | 1631 |
|
|
2021
Q2 | $270K | Sell |
5,076
-614
| -11% | -$31.6K | ﹤0.01% | 1619 |
|
|
2021
Q1 | $260K | Sell |
5,690
-1,183
| -17% | -$54.3K | ﹤0.01% | 1887 |
|
|
2020
Q4 | $326K | Buy |
6,873
+357
| +5% | +$16.4K | ﹤0.01% | 1567 |
|
|
2020
Q3 | $295K | Sell |
6,516
-208
| -3% | -$9.28K | ﹤0.01% | 1425 |
|
|
2020
Q2 | $274K | Buy |
6,724
+591
| +10% | +$22.8K | ﹤0.01% | 1365 |
|
|
2020
Q1 | $222K | Buy |
6,133
+404
| +7% | +$17.1K | ﹤0.01% | 1344 |
|
|
2019
Q4 | $226K | Buy |
5,729
+95
| +2% | +$3.57K | ﹤0.01% | 1569 |
|
|
2019
Q3 | $203K | Buy |
+5,634
| New | +$202K | ﹤0.01% | 1596 |
|
|
2017
Q3 | – | Sell |
-1,870
| Closed | -$40K | – | 2118 |
|
|
2017
Q2 | $40K | Buy |
1,870
+154
| +9% | +$3.3K | ﹤0.01% | 2678 |
|
|
2017
Q1 | $36K | Buy |
1,716
+560
| +48% | +$12.1K | ﹤0.01% | 2700 |
|
|
2016
Q4 | $26K | Buy |
1,156
+2
| +0.2% | +$41 | ﹤0.01% | 2885 |
|
|
2016
Q3 | $22K | Buy |
1,154
+154
| +15% | +$2.85K | ﹤0.01% | 2992 |
|
|
2016
Q2 | $19K | Hold |
1,000
| – | – | ﹤0.01% | 2831 |
|
|
2016
Q1 | $18K | Sell |
1,000
-170
| -15% | -$2.73K | ﹤0.01% | 2817 |
|
|
2015
Q4 | $19K | Sell |
1,170
-416
| -26% | -$6.65K | ﹤0.01% | 2877 |
|
|
2015
Q3 | $25K | Buy |
+1,586
| New | +$26K | ﹤0.01% | 2547 |
|
|
2015
Q2 | – | Sell |
-500
| Closed | -$8K | – | 1343 |
|
|
2015
Q1 | $8K | Hold |
500
| – | – | ﹤0.01% | 3299 |
|
|
2014
Q4 | $8K | Buy |
+500
| New | +$8.03K | ﹤0.01% | 3221 |
|
Other funds holding BRO
VCM
VPM
