Cresset Asset Management’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.2M | Buy |
335,888
+23,902
| +8% | +$2.65M | 0.16% | 91 |
|
|
2025
Q1 | $38.8M | Sell |
311,986
-17,431
| -5% | -$2.17M | 0.19% | 81 |
|
|
2024
Q4 | $33.6M | Sell |
329,417
-53,470
| -14% | -$5.46M | 0.16% | 87 |
|
|
2024
Q3 | $39.7M | Sell |
382,887
-80,361
| -17% | -$8.33M | 0.15% | 92 |
|
|
2024
Q2 | $41.4M | Buy |
463,248
+8,714
| +2% | +$779K | 0.17% | 87 |
|
|
2024
Q1 | $39.8M | Buy |
454,534
+123,487
| +37% | +$10.8M | 0.19% | 76 |
|
|
2023
Q4 | $23.5M | Buy |
331,047
+5,062
| +2% | +$360K | 0.14% | 102 |
|
|
2023
Q3 | $22.8M | Buy |
325,985
+6,115
| +2% | +$427K | 0.09% | 99 |
|
|
2023
Q2 | $22M | Buy |
319,870
+92,631
| +41% | +$6.38M | 0.03% | 99 |
|
|
2023
Q1 | $13M | Buy |
227,239
+8,655
| +4% | +$497K | 0.26% | 62 |
|
|
2022
Q4 | $12.5M | Sell |
218,584
-3,074
| -1% | -$175K | 0.16% | 70 |
|
|
2022
Q3 | $13.4M | Buy |
221,658
+323
| +0.1% | +$19.5K | 0.17% | 62 |
|
|
2022
Q2 | $12.8M | Sell |
221,335
-1,619
| -0.7% | -$93.8K | 0.16% | 64 |
|
|
2022
Q1 | $16.1M | Buy |
222,954
+2,684
| +1% | +$194K | 0.17% | 60 |
|
|
2021
Q4 | $15.5M | Buy |
+220,270
| New | +$15.5M | 0.15% | 68 |
|
|
2019
Q2 | – | Sell |
-579
| Closed | -$17K | – | 642 |
|
|
2019
Q1 | $17K | Buy |
579
+468
| +422% | +$13.7K | ﹤0.01% | 1060 |
|
|
2018
Q4 | $3K | Buy |
+111
| New | +$3K | ﹤0.01% | 1166 |
|