Gateway Investment Advisers’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 | $381K | Buy |
5,844
+721
| +14% | +$52K | ﹤0.01% | 557 |
|
|
2025
Q4 | $408K | Buy |
5,123
+688
| +16% | +$57.4K | ﹤0.01% | 473 |
|
|
2025
Q3 | $416K | Buy |
4,435
+190
| +4% | +$18.5K | ﹤0.01% | 425 |
|
|
2025
Q2 | $471K | Sell |
4,245
-67
| -2% | -$7.53K | 0.01% | 374 |
|
|
2025
Q1 | $536K | Buy |
4,312
+97
| +2% | +$10.8K | 0.01% | 391 |
|
|
2024
Q4 | $430K | Buy |
4,215
+66
| +2% | +$7.05K | ﹤0.01% | 397 |
|
|
2024
Q3 | $430K | Hold |
4,149
| – | – | ﹤0.01% | 401 |
|
|
2024
Q2 | $371K | Sell |
4,149
-488
| -11% | -$42.4K | ﹤0.01% | 421 |
|
|
2024
Q1 | $406K | Buy |
4,637
+26
| +0.6% | +$2.09K | ﹤0.01% | 413 |
|
|
2023
Q4 | $328K | Hold |
4,611
| – | – | ﹤0.01% | 424 |
|
|
2023
Q3 | $322K | Sell |
4,611
-251
| -5% | -$17.9K | ﹤0.01% | 421 |
|
|
2023
Q2 | $335K | Hold |
4,862
| – | – | ﹤0.01% | 418 |
|
|
2023
Q1 | $279K | Sell |
4,862
-193
| -4% | -$11.1K | ﹤0.01% | 454 |
|
|
2022
Q4 | $288K | Sell |
5,055
-162,837
| -97% | -$9.52M | ﹤0.01% | 467 |
|
|
2022
Q3 | $10.2M | Sell |
167,892
-2,735
| -2% | -$172K | 0.13% | 150 |
|
|
2022
Q2 | $9.95M | Sell |
170,627
-199
| -0.1% | -$12.2K | 0.11% | 159 |
|
|
2022
Q1 | $12.3M | Buy |
170,826
+3,007
| +2% | +$202K | 0.12% | 148 |
|
|
2021
Q4 | $11.8M | Buy |
167,819
+58,444
| +53% | +$3.77M | 0.11% | 151 |
|
|
2021
Q3 | $6.07M | Buy |
109,375
+914
| +0.8% | +$50.9K | 0.06% | 211 |
|
|
2021
Q2 | $5.76M | Sell |
108,461
-61,155
| -36% | -$3.14M | 0.06% | 229 |
|
|
2021
Q1 | $7.75M | Buy |
169,616
+175
| +0.1% | +$8.03K | 0.08% | 188 |
|
|
2020
Q4 | $8.03M | Buy |
169,441
+163
| +0.1% | +$7.5K | 0.09% | 191 |
|
|
2020
Q3 | $7.66M | Sell |
169,278
-6
| -0% | -$268 | 0.09% | 180 |
|
|
2020
Q2 | $6.9M | Buy |
+169,284
| New | +$6.53M | 0.08% | 196 |
|
Other funds holding BRO
VCM
VPM
