Ferguson Wellman Capital 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 | $35.5M | Buy |
319,831
+7,715
| +2% | +$855K | 0.62% | 46 |
|
|
2025
Q1 | $38.8M | Buy |
312,116
+7,725
| +3% | +$961K | 0.75% | 42 |
|
|
2024
Q4 | $31.1M | Sell |
304,391
-3,001
| -1% | -$306K | 0.59% | 47 |
|
|
2024
Q3 | $31.8M | Buy |
307,392
+1,189
| +0.4% | +$123K | 0.62% | 46 |
|
|
2024
Q2 | $27.4M | Sell |
306,203
-18,420
| -6% | -$1.65M | 0.56% | 50 |
|
|
2024
Q1 | $28.4M | Buy |
324,623
+7,835
| +2% | +$686K | 0.58% | 47 |
|
|
2023
Q4 | $22.5M | Buy |
316,788
+13,941
| +5% | +$991K | 0.5% | 57 |
|
|
2023
Q3 | $21.2M | Buy |
302,847
+6,515
| +2% | +$455K | 0.52% | 56 |
|
|
2023
Q2 | $20.4M | Buy |
296,332
+3,979
| +1% | +$274K | 0.48% | 62 |
|
|
2023
Q1 | $16.8M | Buy |
292,353
+10,453
| +4% | +$600K | 0.42% | 67 |
|
|
2022
Q4 | $16.1M | Sell |
281,900
-10,201
| -3% | -$581K | 0.42% | 67 |
|
|
2022
Q3 | $17.7M | Buy |
292,101
+7,208
| +3% | +$436K | 0.69% | 48 |
|
|
2022
Q2 | $16.6M | Buy |
284,893
+7,620
| +3% | +$445K | 0.62% | 51 |
|
|
2022
Q1 | $20M | Buy |
277,273
+4,103
| +2% | +$297K | 0.63% | 51 |
|
|
2021
Q4 | $19.2M | Buy |
+273,170
| New | +$19.2M | 0.56% | 55 |
|