Glen Eagle Advisors’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 | $65.2K | Hold |
1,000
| – | – | 0.01% | 398 |
|
|
2025
Q4 | $79.7K | Hold |
1,000
| – | – | 0.01% | 363 |
|
|
2025
Q3 | $93.8K | Hold |
1,000
| – | – | 0.01% | 341 |
|
|
2025
Q2 | $111K | Hold |
1,000
| – | – | 0.02% | 304 |
|
|
2025
Q1 | $124K | Hold |
1,000
| – | – | 0.02% | 288 |
|
|
2024
Q4 | $102K | Hold |
1,000
| – | – | 0.02% | 304 |
|
|
2024
Q3 | $104K | Sell |
1,000
-250
| -20% | -$24.9K | 0.02% | 311 |
|
|
2024
Q2 | $112K | Hold |
1,250
| – | – | 0.02% | 288 |
|
|
2024
Q1 | $109K | Hold |
1,250
| – | – | 0.02% | 297 |
|
|
2023
Q4 | $88.9K | Hold |
1,250
| – | – | 0.02% | 316 |
|
|
2023
Q3 | $87.3K | Hold |
1,250
| – | – | 0.02% | 309 |
|
|
2023
Q2 | $86K | Hold |
1,250
| – | – | 0.02% | 311 |
|
|
2023
Q1 | $71.8K | Hold |
1,250
| – | – | 0.02% | 329 |
|
|
2022
Q4 | $71.2K | Hold |
1,250
| – | – | 0.02% | 320 |
|
|
2022
Q3 | $75.6K | Hold |
1,250
| – | – | 0.02% | 299 |
|
|
2022
Q2 | $72.9K | Hold |
1,250
| – | – | 0.02% | 315 |
|
|
2022
Q1 | $90.3K | Buy |
1,250
+250
| +25% | +$16.8K | 0.02% | 293 |
|
|
2021
Q4 | $70.3K | Hold |
1,000
| – | – | 0.02% | 325 |
|
|
2021
Q3 | $55.5K | Hold |
1,000
| – | – | 0.02% | 360 |
|
|
2021
Q2 | $53.1K | Hold |
1,000
| – | – | 0.02% | 365 |
|
|
2021
Q1 | $45.7K | Hold |
1,000
| – | – | 0.02% | 361 |
|
|
2020
Q4 | $47.4K | Hold |
1,000
| – | – | 0.02% | 335 |
|
|
2020
Q3 | $45.3K | Hold |
1,000
| – | – | 0.02% | 324 |
|
|
2020
Q2 | $40.8K | Hold |
1,000
| – | – | 0.02% | 318 |
|
|
2020
Q1 | $36.2K | Sell |
1,000
-150
| -13% | -$6.34K | 0.03% | 304 |
|
|
2019
Q4 | $45.4K | Buy |
1,150
+150
| +15% | +$5.63K | 0.02% | 324 |
|
|
2019
Q3 | $36.1K | Hold |
1,000
| – | – | 0.02% | 321 |
|
|
2019
Q2 | $33.5K | Hold |
1,000
| – | – | 0.02% | 327 |
|
|
2019
Q1 | $29.5K | Hold |
1,000
| – | – | 0.02% | 329 |
|
|
2018
Q4 | $27.6K | Hold |
1,000
| – | – | 0.02% | 316 |
|
|
2018
Q3 | $29.6K | Hold |
1,000
| – | – | 0.02% | 323 |
|
|
2018
Q2 | $27.7K | Hold |
1,000
| – | – | 0.02% | 320 |
|
|
2018
Q1 | $25.4K | Hold |
1,000
| – | – | 0.02% | 318 |
|
|
2017
Q4 | $25.7K | Hold |
1,000
| – | – | 0.02% | 313 |
|
|
2017
Q3 | $24.1K | Buy |
+1,000
| New | +$22.4K | 0.02% | 316 |
|
Other funds holding BRO
VCM
VPM
