Envestnet Asset Management’s Brown & Brown BRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.2M | Sell |
741,295
-59,899
| -7% | -$6.64M | 0.02% | 562 |
|
|
2025
Q1 | $99.7M | Buy |
801,194
+46,638
| +6% | +$5.8M | 0.03% | 461 |
|
|
2024
Q4 | $77M | Sell |
754,556
-41,555
| -5% | -$4.24M | 0.02% | 551 |
|
|
2024
Q3 | $82.5M | Buy |
796,111
+57,170
| +8% | +$5.92M | 0.03% | 540 |
|
|
2024
Q2 | $66.1M | Buy |
738,941
+194,031
| +36% | +$17.3M | 0.02% | 567 |
|
|
2024
Q1 | $47.7M | Buy |
544,910
+51,255
| +10% | +$4.49M | 0.02% | 689 |
|
|
2023
Q4 | $35.1M | Buy |
493,655
+97,514
| +25% | +$6.93M | 0.01% | 759 |
|
|
2023
Q3 | $27.7M | Buy |
396,141
+234,853
| +146% | +$16.4M | 0.01% | 819 |
|
|
2023
Q2 | $11.1M | Buy |
161,288
+39,343
| +32% | +$2.71M | ﹤0.01% | 1240 |
|
|
2023
Q1 | $7M | Buy |
121,945
+2,119
| +2% | +$122K | ﹤0.01% | 1459 |
|
|
2022
Q4 | $6.83M | Sell |
119,826
-15,382
| -11% | -$876K | ﹤0.01% | 1427 |
|
|
2022
Q3 | $8.18M | Sell |
135,208
-3,606
| -3% | -$218K | ﹤0.01% | 1230 |
|
|
2022
Q2 | $8.1M | Buy |
138,814
+6,491
| +5% | +$379K | ﹤0.01% | 1265 |
|
|
2022
Q1 | $9.56M | Buy |
132,323
+25,448
| +24% | +$1.84M | ﹤0.01% | 1228 |
|
|
2021
Q4 | $7.51M | Buy |
106,875
+480
| +0.5% | +$33.7K | ﹤0.01% | 1360 |
|
|
2021
Q3 | $5.9M | Buy |
106,395
+7,960
| +8% | +$441K | ﹤0.01% | 1425 |
|
|
2021
Q2 | $5.23M | Buy |
98,435
+6,496
| +7% | +$345K | ﹤0.01% | 1492 |
|
|
2021
Q1 | $4.2M | Buy |
91,939
+6,930
| +8% | +$317K | ﹤0.01% | 1515 |
|
|
2020
Q4 | $4.03M | Buy |
85,009
+3,922
| +5% | +$186K | ﹤0.01% | 1378 |
|
|
2020
Q3 | $3.67M | Buy |
81,087
+5,651
| +7% | +$256K | ﹤0.01% | 1311 |
|
|
2020
Q2 | $3.08M | Buy |
75,436
+4,107
| +6% | +$167K | ﹤0.01% | 1363 |
|
|
2020
Q1 | $2.58M | Sell |
71,329
-4,459
| -6% | -$162K | ﹤0.01% | 1296 |
|
|
2019
Q4 | $2.99M | Sell |
75,788
-3,785
| -5% | -$149K | ﹤0.01% | 1400 |
|
|
2019
Q3 | $2.87M | Buy |
79,573
+9,977
| +14% | +$360K | ﹤0.01% | 1347 |
|
|
2019
Q2 | $2.33M | Buy |
69,596
+3,211
| +5% | +$108K | ﹤0.01% | 1467 |
|
|
2019
Q1 | $1.96M | Buy |
66,385
+6,850
| +12% | +$202K | ﹤0.01% | 1495 |
|
|
2018
Q4 | $1.64M | Buy |
+59,535
| New | +$1.64M | ﹤0.01% | 1444 |
|
|
2018
Q3 | – | Sell |
-84,984
| Closed | -$2.36M | – | 1413 |
|
|
2018
Q2 | $2.36M | Sell |
84,984
-1,556
| -2% | -$43.2K | 0.01% | 767 |
|
|
2018
Q1 | $2.2M | Buy |
86,540
+43,094
| +99% | +$1.1M | 0.01% | 676 |
|
|
2017
Q4 | $2.24M | Buy |
43,446
+1,640
| +4% | +$84.4K | 0.01% | 901 |
|
|
2017
Q3 | $2.01M | Sell |
41,806
-562
| -1% | -$27.1K | ﹤0.01% | 898 |
|
|
2017
Q2 | $1.82M | Sell |
42,368
-1,224
| -3% | -$52.7K | 0.01% | 963 |
|
|
2017
Q1 | $1.82M | Sell |
43,592
-530
| -1% | -$22.1K | 0.01% | 973 |
|
|
2016
Q4 | $1.98M | Buy |
44,122
+1,092
| +3% | +$49K | 0.01% | 923 |
|
|
2016
Q3 | $1.62M | Sell |
43,030
-17,864
| -29% | -$674K | 0.01% | 1035 |
|
|
2016
Q2 | $2.28M | Sell |
60,894
-1,141
| -2% | -$42.8K | 0.01% | 965 |
|
|
2016
Q1 | $2.22M | Buy |
62,035
+96
| +0.2% | +$3.44K | 0.01% | 929 |
|
|
2015
Q4 | $1.99M | Sell |
61,939
-5,725
| -8% | -$184K | 0.01% | 968 |
|
|
2015
Q3 | $2.1M | Buy |
67,664
+428
| +0.6% | +$13.3K | 0.01% | 937 |
|
|
2015
Q2 | $2.21M | Buy |
67,236
+6,732
| +11% | +$221K | 0.01% | 990 |
|
|
2015
Q1 | $2M | Buy |
+60,504
| New | +$2M | 0.01% | 968 |
|
|
2014
Q1 | – | Sell |
-54
| Closed | -$2K | – | 2547 |
|
|
2013
Q4 | $2K | Hold |
54
| – | – | ﹤0.01% | 2218 |
|
|
2013
Q3 | $2K | Hold |
54
| – | – | ﹤0.01% | 2140 |
|
|
2013
Q2 | $2K | Buy |
+54
| New | +$2K | ﹤0.01% | 2073 |
|