Credit Suisse’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $32M | Buy |
365,554
+5,387
| +1% | +$433K | 0.03% | 506 |
|
|
2023
Q4 | $25.6M | Sell |
360,167
-483,744
| -57% | -$34.6M | 0.02% | 591 |
|
|
2023
Q3 | $58.9M | Sell |
843,911
-76,217
| -8% | -$5.44M | 0.06% | 334 |
|
|
2023
Q2 | $63.3M | Buy |
920,128
+539,013
| +141% | +$34.3M | 0.06% | 324 |
|
|
2023
Q1 | $21.9M | Sell |
381,115
-5,266
| -1% | -$303K | 0.02% | 645 |
|
|
2022
Q4 | $22M | Sell |
386,381
-92,100
| -19% | -$5.39M | 0.02% | 638 |
|
|
2022
Q3 | $28.9M | Sell |
478,481
-25,964
| -5% | -$1.63M | 0.03% | 553 |
|
|
2022
Q2 | $29.4M | Sell |
504,445
-207,123
| -29% | -$12.7M | 0.03% | 563 |
|
|
2022
Q1 | $51.4M | Buy |
711,568
+45,818
| +7% | +$3.07M | 0.04% | 431 |
|
|
2021
Q4 | $46.8M | Buy |
665,750
+93,026
| +16% | +$6M | 0.02% | 677 |
|
|
2021
Q3 | $31.8M | Sell |
572,724
-9,259
| -2% | -$516K | 0.02% | 847 |
|
|
2021
Q2 | $31.1M | Sell |
581,983
-4,773
| -0.8% | -$245K | 0.02% | 924 |
|
|
2021
Q1 | $26.8M | Sell |
586,756
-71,982
| -11% | -$3.3M | 0.01% | 1007 |
|
|
2020
Q4 | $31.2M | Buy |
658,738
+118,006
| +22% | +$5.43M | 0.02% | 934 |
|
|
2020
Q3 | $24.5M | Sell |
540,732
-108,517
| -17% | -$4.84M | 0.02% | 931 |
|
|
2020
Q2 | $26.5M | Buy |
649,249
+123,099
| +23% | +$4.75M | 0.02% | 808 |
|
|
2020
Q1 | $19.1M | Buy |
526,150
+47,391
| +10% | +$2M | 0.02% | 866 |
|
|
2019
Q4 | $18.9M | Buy |
478,759
+199,647
| +72% | +$7.5M | 0.01% | 1059 |
|
|
2019
Q3 | $10.1M | Sell |
279,112
-43,240
| -13% | -$1.55M | 0.01% | 1298 |
|
|
2019
Q2 | $10.8M | Buy |
322,352
+22,660
| +8% | +$718K | 0.01% | 1268 |
|
|
2019
Q1 | $8.84M | Sell |
299,692
-22,796
| -7% | -$651K | 0.01% | 1309 |
|
|
2018
Q4 | $8.89M | Buy |
322,488
+20,056
| +7% | +$567K | 0.01% | 1213 |
|
|
2018
Q3 | $8.94M | Sell |
302,432
-615
| -0.2% | -$18.3K | 0.01% | 1332 |
|
|
2018
Q2 | $8.4M | Sell |
303,047
-2,097
| -0.7% | -$57.1K | 0.01% | 1340 |
|
|
2018
Q1 | $7.76M | Buy |
305,144
+28,066
| +10% | +$733K | 0.01% | 1408 |
|
|
2017
Q4 | $7.13M | Sell |
277,078
-8,922
| -3% | -$224K | 0.01% | 1514 |
|
|
2017
Q3 | $6.89M | Buy |
286,000
+6,634
| +2% | +$149K | 0.01% | 1506 |
|
|
2017
Q2 | $6.01M | Sell |
279,366
-80,412
| -22% | -$1.72M | 0.01% | 1518 |
|
|
2017
Q1 | $7.51M | Buy |
359,778
+13,114
| +4% | +$284K | 0.01% | 1372 |
|
|
2016
Q4 | $7.78M | Sell |
346,664
-2,342
| -0.7% | -$47.6K | 0.01% | 1361 |
|
|
2016
Q3 | $6.58M | Buy |
349,006
+49,284
| +16% | +$912K | 0.01% | 1452 |
|
|
2016
Q2 | $5.62M | Buy |
299,722
+24,864
| +9% | +$442K | 0.01% | 1543 |
|
|
2016
Q1 | $4.92M | Sell |
274,858
-166,500
| -38% | -$2.67M | 0.01% | 1542 |
|
|
2015
Q4 | $7.08M | Buy |
441,358
+73,478
| +20% | +$1.18M | 0.01% | 1346 |
|
|
2015
Q3 | $5.7M | Buy |
367,880
+117,372
| +47% | +$1.93M | 0.01% | 1473 |
|
|
2015
Q2 | $4.12M | Buy |
250,508
+38,142
| +18% | +$624K | ﹤0.01% | 1907 |
|
|
2015
Q1 | $3.52M | Sell |
212,366
-49,614
| -19% | -$801K | ﹤0.01% | 1954 |
|
|
2014
Q4 | $4.31M | Buy |
261,980
+29,122
| +13% | +$468K | ﹤0.01% | 1877 |
|
|
2014
Q3 | $3.74M | Sell |
232,858
-103,408
| -31% | -$1.64M | ﹤0.01% | 1985 |
|
|
2014
Q2 | $5.16M | Buy |
336,266
+100,210
| +42% | +$1.51M | ﹤0.01% | 1935 |
|
|
2014
Q1 | $3.63M | Sell |
236,056
-319,632
| -58% | -$4.91M | ﹤0.01% | 2029 |
|
|
2013
Q4 | $8.72M | Buy |
555,688
+202,902
| +58% | +$3.22M | 0.01% | 1386 |
|
|
2013
Q3 | $5.66M | Sell |
352,786
-26,742
| -7% | -$437K | 0.01% | 1534 |
|
|
2013
Q2 | $6.12M | Buy |
+379,528
| New | +$6M | 0.01% | 1421 |
|
Other funds holding BRO
Credit Suisse's BRO Position: Q1 2024 in Review
Credit Suisse increased its Brown & Brown (BRO) stake by 1.5% in Q1 2024, buying an estimated $433K and bringing the position to 365,554 shares worth $32M. The position accounts for 0.03% of the portfolio, ranked #506.
Credit Suisse first reported a position in BRO in Q2 2013 and has held it in 44 quarters since. The position peaked at $63.3M in Q2 2023. 715 funds tracked by Wall St. Rank hold BRO as of Q1 2024.
- Credit Suisse held 365,554 shares of Brown & Brown worth $32M as of Q1 2024.
- Credit Suisse bought 5,387 Brown & Brown shares in Q1 2024, an estimated $433K.
- Brown & Brown made up 0.03% of Credit Suisse's portfolio in Q1 2024, its #506 holding.
- Credit Suisse first reported a position in Brown & Brown in Q2 2013 and has held it in 44 quarters since.
- Credit Suisse's Brown & Brown position peaked at $63.3M in Q2 2023.
- 715 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2024.
Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.