Dimensional Fund Advisors’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 | $172M | Buy |
1,552,011
+16,206
| +1% | +$1.8M | 0.04% | 611 |
|
|
2025
Q1 | $191M | Sell |
1,535,805
-28,380
| -2% | -$3.53M | 0.05% | 503 |
|
|
2024
Q4 | $160M | Buy |
1,564,185
+26,770
| +2% | +$2.73M | 0.04% | 637 |
|
|
2024
Q3 | $159M | Sell |
1,537,415
-15,981
| -1% | -$1.66M | 0.04% | 660 |
|
|
2024
Q2 | $139M | Buy |
1,553,396
+114,688
| +8% | +$10.3M | 0.04% | 684 |
|
|
2024
Q1 | $126M | Sell |
1,438,708
-56,091
| -4% | -$4.91M | 0.03% | 770 |
|
|
2023
Q4 | $106M | Buy |
1,494,799
+19,311
| +1% | +$1.37M | 0.03% | 862 |
|
|
2023
Q3 | $103M | Buy |
1,475,488
+1,992
| +0.1% | +$139K | 0.03% | 765 |
|
|
2023
Q2 | $101M | Buy |
1,473,496
+10,729
| +0.7% | +$739K | 0.03% | 827 |
|
|
2023
Q1 | $84M | Sell |
1,462,767
-7,235
| -0.5% | -$415K | 0.03% | 952 |
|
|
2022
Q4 | $83.8K | Sell |
1,470,002
-29,228
| -2% | -$1.67K | 0.02% | 913 |
|
|
2022
Q3 | $90.7M | Sell |
1,499,230
-15,375
| -1% | -$930K | 0.03% | 774 |
|
|
2022
Q2 | $88.4M | Sell |
1,514,605
-52,836
| -3% | -$3.08M | 0.03% | 837 |
|
|
2022
Q1 | $113M | Sell |
1,567,441
-24,895
| -2% | -$1.8M | 0.03% | 750 |
|
|
2021
Q4 | $112M | Sell |
1,592,336
-1,083
| -0.1% | -$76.1K | 0.03% | 788 |
|
|
2021
Q3 | $88.4M | Buy |
1,593,419
+40,437
| +3% | +$2.24M | 0.03% | 942 |
|
|
2021
Q2 | $82.5M | Sell |
1,552,982
-18,411
| -1% | -$978K | 0.03% | 1015 |
|
|
2021
Q1 | $71.8M | Buy |
1,571,393
+51,922
| +3% | +$2.37M | 0.02% | 1121 |
|
|
2020
Q4 | $72M | Buy |
1,519,471
+34,996
| +2% | +$1.66M | 0.03% | 1058 |
|
|
2020
Q3 | $67.2M | Buy |
1,484,475
+61,613
| +4% | +$2.79M | 0.03% | 932 |
|
|
2020
Q2 | $58M | Sell |
1,422,862
-98,646
| -6% | -$4.02M | 0.03% | 1071 |
|
|
2020
Q1 | $55.1M | Sell |
1,521,508
-213,431
| -12% | -$7.73M | 0.03% | 939 |
|
|
2019
Q4 | $68.5M | Sell |
1,734,939
-97,087
| -5% | -$3.83M | 0.03% | 1112 |
|
|
2019
Q3 | $66.1M | Sell |
1,832,026
-155,662
| -8% | -$5.61M | 0.03% | 1093 |
|
|
2019
Q2 | $66.6M | Sell |
1,987,688
-129,332
| -6% | -$4.33M | 0.03% | 1103 |
|
|
2019
Q1 | $62.5M | Buy |
2,117,020
+23,724
| +1% | +$700K | 0.02% | 1153 |
|
|
2018
Q4 | $57.7M | Buy |
2,093,296
+26,343
| +1% | +$726K | 0.03% | 1067 |
|
|
2018
Q3 | $61.1M | Buy |
2,066,953
+35,876
| +2% | +$1.06M | 0.02% | 1222 |
|
|
2018
Q2 | $56.3M | Sell |
2,031,077
-32,436
| -2% | -$899K | 0.02% | 1290 |
|
|
2018
Q1 | $52.5M | Sell |
2,063,513
-10,231
| -0.5% | -$260K | 0.02% | 1289 |
|
|
2017
Q4 | $53.4M | Sell |
2,073,744
-119,268
| -5% | -$3.07M | 0.02% | 1276 |
|
|
2017
Q3 | $52.8M | Sell |
2,193,012
-59,994
| -3% | -$1.45M | 0.02% | 1244 |
|
|
2017
Q2 | $48.5M | Sell |
2,253,006
-98,714
| -4% | -$2.13M | 0.02% | 1268 |
|
|
2017
Q1 | $49.1M | Sell |
2,351,720
-110,340
| -4% | -$2.3M | 0.02% | 1211 |
|
|
2016
Q4 | $55.2M | Sell |
2,462,060
-19,098
| -0.8% | -$428K | 0.03% | 1027 |
|
|
2016
Q3 | $46.8M | Buy |
2,481,158
+25,500
| +1% | +$481K | 0.03% | 1107 |
|
|
2016
Q2 | $46M | Buy |
2,455,658
+120,636
| +5% | +$2.26M | 0.03% | 1065 |
|
|
2016
Q1 | $41.8M | Buy |
2,335,022
+247,514
| +12% | +$4.43M | 0.03% | 1126 |
|
|
2015
Q4 | $33.5M | Buy |
2,087,508
+80,936
| +4% | +$1.3M | 0.02% | 1283 |
|
|
2015
Q3 | $31.1M | Buy |
2,006,572
+38,318
| +2% | +$593K | 0.02% | 1310 |
|
|
2015
Q2 | $32.3M | Buy |
1,968,254
+138,636
| +8% | +$2.28M | 0.02% | 1355 |
|
|
2015
Q1 | $30.3M | Buy |
1,829,618
+170,810
| +10% | +$2.83M | 0.02% | 1379 |
|
|
2014
Q4 | $27.3M | Buy |
1,658,808
+176,042
| +12% | +$2.9M | 0.02% | 1407 |
|
|
2014
Q3 | $23.8M | Buy |
1,482,766
+56,732
| +4% | +$912K | 0.02% | 1436 |
|
|
2014
Q2 | $21.9M | Buy |
1,426,034
+32,948
| +2% | +$506K | 0.02% | 1566 |
|
|
2014
Q1 | $21.4M | Buy |
1,393,086
+16,672
| +1% | +$256K | 0.02% | 1514 |
|
|
2013
Q4 | $21.6M | Buy |
1,376,414
+104,582
| +8% | +$1.64M | 0.02% | 1462 |
|
|
2013
Q3 | $20.4M | Buy |
1,271,832
+98,444
| +8% | +$1.58M | 0.02% | 1393 |
|
|
2013
Q2 | $18.9M | Buy |
+1,173,388
| New | +$18.9M | 0.02% | 1348 |
|