Glenview 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 | $631K | Buy |
9,682
+816
| +9% | +$58.8K | 0.01% | 336 |
|
|
2025
Q4 | $707K | Sell |
8,866
-241
| -3% | -$20.1K | 0.01% | 326 |
|
|
2025
Q3 | $854K | Sell |
9,107
-197
| -2% | -$19.2K | 0.01% | 308 |
|
|
2025
Q2 | $1.03M | Sell |
9,304
-233
| -2% | -$26.2K | 0.02% | 273 |
|
|
2025
Q1 | $1.19M | Sell |
9,537
-212
| -2% | -$23.7K | 0.02% | 255 |
|
|
2024
Q4 | $995K | Buy |
9,749
+701
| +8% | +$74.9K | 0.02% | 273 |
|
|
2024
Q3 | $937K | Hold |
9,048
| – | – | 0.02% | 275 |
|
|
2024
Q2 | $809K | Sell |
9,048
-763
| -8% | -$66.2K | 0.02% | 276 |
|
|
2024
Q1 | $859K | Buy |
9,811
+151
| +2% | +$12.1K | 0.02% | 272 |
|
|
2023
Q4 | $687K | Sell |
9,660
-663
| -6% | -$47.4K | 0.02% | 293 |
|
|
2023
Q3 | $721K | Sell |
10,323
-800
| -7% | -$57.1K | 0.02% | 267 |
|
|
2023
Q2 | $766K | Buy |
11,123
+1,135
| +11% | +$72.2K | 0.02% | 263 |
|
|
2023
Q1 | $574K | Buy |
9,988
+398
| +4% | +$22.9K | 0.02% | 299 |
|
|
2022
Q4 | $546K | Buy |
9,590
+1,279
| +15% | +$74.8K | 0.02% | 292 |
|
|
2022
Q3 | $503K | Buy |
8,311
+857
| +11% | +$53.9K | 0.02% | 278 |
|
|
2022
Q2 | $435K | Hold |
7,454
| – | – | 0.02% | 304 |
|
|
2022
Q1 | $539K | Hold |
7,454
| – | – | 0.02% | 288 |
|
|
2021
Q4 | $524K | Hold |
7,454
| – | – | 0.02% | 286 |
|
|
2021
Q3 | $413K | Hold |
7,454
| – | – | 0.02% | 289 |
|
|
2021
Q2 | $396K | Hold |
7,454
| – | – | 0.02% | 306 |
|
|
2021
Q1 | $341K | Hold |
7,454
| – | – | 0.01% | 320 |
|
|
2020
Q4 | $353K | Hold |
7,454
| – | – | 0.02% | 278 |
|
|
2020
Q3 | $337K | Hold |
7,454
| – | – | 0.02% | 263 |
|
|
2020
Q2 | $304K | Hold |
7,454
| – | – | 0.02% | 275 |
|
|
2020
Q1 | $270K | Hold |
7,454
| – | – | 0.02% | 273 |
|
|
2019
Q4 | $294K | Hold |
7,454
| – | – | 0.02% | 293 |
|
|
2019
Q3 | $269K | Sell |
7,454
-3,378
| -31% | -$121K | 0.02% | 301 |
|
|
2019
Q2 | $363K | Hold |
10,832
| – | – | 0.02% | 265 |
|
|
2019
Q1 | $320K | Hold |
10,832
| – | – | 0.02% | 275 |
|
|
2018
Q4 | $299K | Hold |
10,832
| – | – | 0.02% | 276 |
|
|
2018
Q3 | $320K | Hold |
10,832
| – | – | 0.02% | 277 |
|
|
2018
Q2 | $300K | Hold |
10,832
| – | – | 0.02% | 263 |
|
|
2018
Q1 | $276K | Hold |
10,832
| – | – | 0.02% | 290 |
|
|
2017
Q4 | $279K | Hold |
10,832
| – | – | 0.02% | 300 |
|
|
2017
Q3 | $261K | Hold |
10,832
| – | – | 0.02% | 301 |
|
|
2017
Q2 | $233K | Hold |
10,832
| – | – | 0.02% | 297 |
|
|
2017
Q1 | $226K | Hold |
10,832
| – | – | 0.02% | 298 |
|
|
2016
Q4 | $243K | Buy |
+10,832
| New | +$220K | 0.02% | 279 |
|
Other funds holding BRO
VCM
VPM
