Federated Hermes’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $20M | Buy |
306,536
+294,440
| +2,434% | +$21.2M | 0.03% | 470 |
|
|
2025
Q4 | $964K | Sell |
12,096
-1,815
| -13% | -$151K | ﹤0.01% | 1129 |
|
|
2025
Q3 | $1.3M | Sell |
13,911
-199,190
| -93% | -$19.4M | ﹤0.01% | 1073 |
|
|
2025
Q2 | $23.6M | Buy |
213,101
+199,024
| +1,414% | +$22.4M | 0.04% | 393 |
|
|
2025
Q1 | $1.75M | Sell |
14,077
-82,349
| -85% | -$9.2M | ﹤0.01% | 970 |
|
|
2024
Q4 | $9.84M | Buy |
96,426
+1,875
| +2% | +$200K | 0.02% | 552 |
|
|
2024
Q3 | $9.8M | Buy |
94,551
+26,521
| +39% | +$2.64M | 0.02% | 579 |
|
|
2024
Q2 | $6.08M | Buy |
68,030
+28
| +0% | +$2.43K | 0.01% | 664 |
|
|
2024
Q1 | $5.95M | Sell |
68,002
-138,472
| -67% | -$11.1M | 0.01% | 690 |
|
|
2023
Q4 | $14.7M | Sell |
206,474
-18,668
| -8% | -$1.33M | 0.04% | 461 |
|
|
2023
Q3 | $15.7M | Sell |
225,142
-63,299
| -22% | -$4.51M | 0.04% | 421 |
|
|
2023
Q2 | $19.9M | Sell |
288,441
-17,847
| -6% | -$1.14M | 0.05% | 389 |
|
|
2023
Q1 | $17.6M | Buy |
306,288
+9,153
| +3% | +$526K | 0.04% | 426 |
|
|
2022
Q4 | $16.9M | Sell |
297,135
-36,739
| -11% | -$2.15M | 0.05% | 419 |
|
|
2022
Q3 | $20.2M | Sell |
333,874
-95,029
| -22% | -$5.98M | 0.06% | 376 |
|
|
2022
Q2 | $25M | Sell |
428,903
-41,890
| -9% | -$2.57M | 0.07% | 336 |
|
|
2022
Q1 | $34M | Sell |
470,793
-207,125
| -31% | -$13.9M | 0.08% | 317 |
|
|
2021
Q4 | $47.6M | Buy |
677,918
+9,996
| +1% | +$645K | 0.09% | 287 |
|
|
2021
Q3 | $37M | Sell |
667,922
-48,892
| -7% | -$2.72M | 0.07% | 342 |
|
|
2021
Q2 | $38.1M | Sell |
716,814
-186,388
| -21% | -$9.58M | 0.07% | 339 |
|
|
2021
Q1 | $41.3M | Buy |
903,202
+12,348
| +1% | +$567K | 0.08% | 316 |
|
|
2020
Q4 | $42.2M | Sell |
890,854
-69,177
| -7% | -$3.18M | 0.09% | 290 |
|
|
2020
Q3 | $43.5M | Sell |
960,031
-23,659
| -2% | -$1.06M | 0.1% | 231 |
|
|
2020
Q2 | $40.1M | Sell |
983,690
-249,215
| -20% | -$9.61M | 0.1% | 238 |
|
|
2020
Q1 | $44.7M | Sell |
1,232,905
-454,611
| -27% | -$19.2M | 0.13% | 175 |
|
|
2019
Q4 | $66.6M | Buy |
1,687,516
+16,282
| +1% | +$612K | 0.15% | 163 |
|
|
2019
Q3 | $60.3M | Sell |
1,671,234
-143,884
| -8% | -$5.15M | 0.15% | 160 |
|
|
2019
Q2 | $60.8M | Sell |
1,815,118
-25,220
| -1% | -$800K | 0.15% | 156 |
|
|
2019
Q1 | $54.3M | Sell |
1,840,338
-215,792
| -10% | -$6.16M | 0.13% | 171 |
|
|
2018
Q4 | $56.7M | Sell |
2,056,130
-1,167
| -0.1% | -$33K | 0.16% | 134 |
|
|
2018
Q3 | $60.8M | Buy |
2,057,297
+1,969,079
| +2,232% | +$58.5M | 0.14% | 166 |
|
|
2018
Q2 | $2.45M | Sell |
88,218
-1,588
| -2% | -$43.2K | 0.01% | 936 |
|
|
2018
Q1 | $2.29M | Sell |
89,806
-3,210
| -3% | -$83.9K | 0.01% | 909 |
|
|
2017
Q4 | $2.39M | Sell |
93,016
-14,646
| -14% | -$368K | 0.01% | 869 |
|
|
2017
Q3 | $2.59M | Sell |
107,662
-4,586
| -4% | -$103K | 0.01% | 806 |
|
|
2017
Q2 | $2.42M | Sell |
112,248
-12,000
| -10% | -$257K | 0.01% | 826 |
|
|
2017
Q1 | $2.59M | Buy |
124,248
+302
| +0.2% | +$6.53K | 0.01% | 803 |
|
|
2016
Q4 | $2.78M | Sell |
123,946
-4,648
| -4% | -$94.5K | 0.01% | 747 |
|
|
2016
Q3 | $2.42M | Sell |
128,594
-3,700
| -3% | -$68.5K | 0.01% | 781 |
|
|
2016
Q2 | $2.48M | Buy |
132,294
+6,044
| +5% | +$107K | 0.01% | 762 |
|
|
2016
Q1 | $2.26M | Buy |
126,250
+376
| +0.3% | +$6.04K | 0.01% | 797 |
|
|
2015
Q4 | $2.02M | Sell |
125,874
-4,372
| -3% | -$69.9K | 0.01% | 870 |
|
|
2015
Q3 | $2.02M | Sell |
130,246
-7,702
| -6% | -$126K | 0.01% | 851 |
|
|
2015
Q2 | $2.27M | Sell |
137,948
-3,760
| -3% | -$61.5K | 0.01% | 889 |
|
|
2015
Q1 | $2.35M | Buy |
141,708
+3,344
| +2% | +$54K | 0.01% | 905 |
|
|
2014
Q4 | $2.28M | Sell |
138,364
-13,722
| -9% | -$220K | 0.01% | 914 |
|
|
2014
Q3 | $2.44M | Sell |
152,086
-5,572
| -4% | -$88.2K | 0.01% | 887 |
|
|
2014
Q2 | $2.42M | Sell |
157,658
-3,918
| -2% | -$58.9K | 0.01% | 874 |
|
|
2014
Q1 | $2.48M | Buy |
161,576
+13,124
| +9% | +$202K | 0.01% | 885 |
|
|
2013
Q4 | $2.33M | Sell |
148,452
-2,186
| -1% | -$34.7K | 0.01% | 875 |
|
|
2013
Q3 | $2.42M | Buy |
150,638
+1,020
| +0.7% | +$16.7K | 0.01% | 829 |
|
|
2013
Q2 | $2.41M | Buy |
+149,618
| New | +$2.37M | 0.01% | 823 |
|
Other funds holding BRO
VCM
VPM
