Franklin Resources’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 | $13.4M | Buy |
120,565
+1,493
| +1% | +$166K | ﹤0.01% | 1038 |
|
|
2025
Q1 | $14.8M | Buy |
119,072
+275
| +0.2% | +$34.2K | ﹤0.01% | 985 |
|
|
2024
Q4 | $12.1M | Buy |
118,797
+9,631
| +9% | +$983K | ﹤0.01% | 1059 |
|
|
2024
Q3 | $11.6M | Buy |
109,166
+21,574
| +25% | +$2.29M | ﹤0.01% | 1064 |
|
|
2024
Q2 | $7.83M | Buy |
87,592
+36,272
| +71% | +$3.24M | ﹤0.01% | 1156 |
|
|
2024
Q1 | $4.49M | Buy |
51,320
+27,696
| +117% | +$2.42M | ﹤0.01% | 1382 |
|
|
2023
Q4 | $1.68M | Sell |
23,624
-15,712
| -40% | -$1.12M | ﹤0.01% | 1448 |
|
|
2023
Q3 | $2.75M | Sell |
39,336
-21,907
| -36% | -$1.53M | ﹤0.01% | 1276 |
|
|
2023
Q2 | $4.22M | Sell |
61,243
-27,509
| -31% | -$1.89M | ﹤0.01% | 1157 |
|
|
2023
Q1 | $5.1M | Sell |
88,752
-7,457
| -8% | -$428K | ﹤0.01% | 1083 |
|
|
2022
Q4 | $5.48M | Sell |
96,209
-2,038
| -2% | -$116K | ﹤0.01% | 1088 |
|
|
2022
Q3 | $5.94M | Sell |
98,247
-1,628
| -2% | -$98.5K | ﹤0.01% | 1058 |
|
|
2022
Q2 | $5.83M | Sell |
99,875
-15,302
| -13% | -$893K | ﹤0.01% | 1076 |
|
|
2022
Q1 | $8.32M | Buy |
115,177
+23,402
| +25% | +$1.69M | ﹤0.01% | 1058 |
|
|
2021
Q4 | $6.45M | Buy |
91,775
+5,300
| +6% | +$373K | ﹤0.01% | 1163 |
|
|
2021
Q3 | $4.8M | Buy |
86,475
+14,807
| +21% | +$821K | ﹤0.01% | 1205 |
|
|
2021
Q2 | $3.81M | Buy |
71,668
+5,423
| +8% | +$288K | ﹤0.01% | 1200 |
|
|
2021
Q1 | $3.03M | Buy |
66,245
+5,945
| +10% | +$272K | ﹤0.01% | 1230 |
|
|
2020
Q4 | $2.86M | Buy |
60,300
+6,177
| +11% | +$293K | ﹤0.01% | 1210 |
|
|
2020
Q3 | $2.45M | Buy |
54,123
+43,897
| +429% | +$1.99M | ﹤0.01% | 1169 |
|
|
2020
Q2 | $459K | Buy |
+10,226
| New | +$459K | ﹤0.01% | 1393 |
|
|
2015
Q2 | – | Sell |
-1,750,400
| Closed | -$29M | – | 1603 |
|
|
2015
Q1 | $29M | Buy |
1,750,400
+9,860
| +0.6% | +$163K | 0.01% | 796 |
|
|
2014
Q4 | $28.6M | Buy |
1,740,540
+1,700
| +0.1% | +$28K | 0.01% | 778 |
|
|
2014
Q3 | $28M | Sell |
1,738,840
-8,720
| -0.5% | -$140K | 0.01% | 770 |
|
|
2014
Q2 | $26.8M | Buy |
1,747,560
+839,080
| +92% | +$12.9M | 0.01% | 792 |
|
|
2014
Q1 | $14M | Buy |
+908,480
| New | +$14M | 0.01% | 944 |
|