Fiduciary Trust’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 | $1.26M | Sell |
19,259
-1,318
| -6% | -$95K | 0.01% | 376 |
|
|
2025
Q4 | $1.64M | Buy |
20,577
+764
| +4% | +$63.7K | 0.02% | 322 |
|
|
2025
Q3 | $1.86M | Sell |
19,813
-190
| -0.9% | -$18.5K | 0.02% | 294 |
|
|
2025
Q2 | $2.22M | Buy |
20,003
+2,681
| +15% | +$301K | 0.03% | 267 |
|
|
2025
Q1 | $2.15M | Buy |
17,322
+2,072
| +14% | +$232K | 0.03% | 261 |
|
|
2024
Q4 | $1.56M | Buy |
15,250
+1,114
| +8% | +$119K | 0.02% | 286 |
|
|
2024
Q3 | $1.46M | Buy |
14,136
+1,732
| +14% | +$172K | 0.02% | 305 |
|
|
2024
Q2 | $1.11M | Buy |
12,404
+3,087
| +33% | +$268K | 0.02% | 326 |
|
|
2024
Q1 | $816K | Hold |
9,317
| – | – | 0.01% | 378 |
|
|
2023
Q4 | $663K | Sell |
9,317
-8
| -0.1% | -$572 | 0.01% | 397 |
|
|
2023
Q3 | $651K | Buy |
9,325
+394
| +4% | +$28.1K | 0.01% | 384 |
|
|
2023
Q2 | $615K | Buy |
8,931
+2
| +0% | +$127 | 0.01% | 409 |
|
|
2023
Q1 | $513K | Buy |
8,929
+3
| +0% | +$172 | 0.01% | 436 |
|
|
2022
Q4 | $509K | Sell |
8,926
-34
| -0.4% | -$1.99K | 0.01% | 444 |
|
|
2022
Q3 | $542K | Buy |
8,960
+56
| +0.6% | +$3.52K | 0.01% | 422 |
|
|
2022
Q2 | $519K | Hold |
8,904
| – | – | 0.01% | 446 |
|
|
2022
Q1 | $643K | Hold |
8,904
| – | – | 0.01% | 426 |
|
|
2021
Q4 | $626K | Hold |
8,904
| – | – | 0.01% | 435 |
|
|
2021
Q3 | $494K | Hold |
8,904
| – | – | 0.01% | 477 |
|
|
2021
Q2 | $473K | Hold |
8,904
| – | – | 0.01% | 473 |
|
|
2021
Q1 | $407K | Hold |
8,904
| – | – | 0.01% | 480 |
|
|
2020
Q4 | $422K | Hold |
8,904
| – | – | 0.01% | 452 |
|
|
2020
Q3 | $403K | Hold |
8,904
| – | – | 0.01% | 437 |
|
|
2020
Q2 | $363K | Hold |
8,904
| – | – | 0.01% | 426 |
|
|
2020
Q1 | $323K | Hold |
8,904
| – | – | 0.01% | 408 |
|
|
2019
Q4 | $352K | Buy |
+8,904
| New | +$334K | 0.01% | 428 |
|
Other funds holding BRO
VCM
VPM
