CX Institutional’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 | $2.23M | Sell |
20,144
-138
| -0.7% | -$15.3K | 0.08% | 184 |
|
|
2025
Q1 | $2.52M | Buy |
20,282
+630
| +3% | +$78.4K | 0.1% | 172 |
|
|
2024
Q4 | $2M | Buy |
19,652
+167
| +0.9% | +$17K | 0.08% | 174 |
|
|
2024
Q3 | $2.02M | Buy |
19,485
+28
| +0.1% | +$2.9K | 0.09% | 194 |
|
|
2024
Q2 | $1.74M | Sell |
19,457
-90
| -0.5% | -$8.05K | 0.08% | 204 |
|
|
2024
Q1 | $1.71M | Buy |
19,547
+376
| +2% | +$32.9K | 0.08% | 205 |
|
|
2023
Q4 | $1.36M | Sell |
19,171
-66
| -0.3% | -$4.69K | 0.07% | 224 |
|
|
2023
Q3 | $1.34M | Sell |
19,237
-11
| -0.1% | -$768 | 0.07% | 221 |
|
|
2023
Q2 | $1.33M | Buy |
19,248
+966
| +5% | +$66.5K | 0.07% | 244 |
|
|
2023
Q1 | $1.05M | Sell |
18,282
-695
| -4% | -$40.1K | 0.06% | 268 |
|
|
2022
Q4 | $1.08M | Buy |
18,977
+710
| +4% | +$40.4K | 0.07% | 265 |
|
|
2022
Q3 | $1.11M | Buy |
18,267
+267
| +1% | +$16.2K | 0.08% | 242 |
|
|
2022
Q2 | $1.05M | Sell |
18,000
-18
| -0.1% | -$1.05K | 0.08% | 235 |
|
|
2022
Q1 | $1.3M | Buy |
18,018
+37
| +0.2% | +$2.67K | 0.1% | 196 |
|
|
2021
Q4 | $1.26M | Buy |
17,981
+13
| +0.1% | +$914 | 0.1% | 181 |
|
|
2021
Q3 | $996K | Hold |
17,968
| – | – | 0.08% | 213 |
|
|
2021
Q2 | $955K | Sell |
17,968
-29
| -0.2% | -$1.54K | 0.08% | 204 |
|
|
2021
Q1 | $823K | Buy |
17,997
+46
| +0.3% | +$2.1K | 0.07% | 208 |
|
|
2020
Q4 | $851K | Sell |
17,951
-106
| -0.6% | -$5.03K | 0.08% | 203 |
|
|
2020
Q3 | $817K | Buy |
18,057
+236
| +1% | +$10.7K | 0.09% | 183 |
|
|
2020
Q2 | $726K | Buy |
17,821
+473
| +3% | +$19.3K | 0.1% | 168 |
|
|
2020
Q1 | $628K | Hold |
17,348
| – | – | 0.1% | 156 |
|
|
2019
Q4 | $685K | Sell |
17,348
-88
| -0.5% | -$3.48K | 0.12% | 131 |
|
|
2019
Q3 | $629K | Hold |
17,436
| – | – | 0.1% | 154 |
|
|
2019
Q2 | $584K | Sell |
17,436
-953
| -5% | -$31.9K | 0.09% | 152 |
|
|
2019
Q1 | $543K | Buy |
18,389
+1,189
| +7% | +$35.1K | 0.1% | 157 |
|
|
2018
Q4 | $474K | Buy |
+17,200
| New | +$474K | 0.1% | 131 |
|