HighTower Advisors’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 | $4.33M | Sell |
39,073
-1,098
| -3% | -$122K | 0.01% | 1147 |
|
2025
Q1 | $5M | Sell |
40,171
-46,128
| -53% | -$5.74M | 0.01% | 1048 |
|
2024
Q4 | $8.8M | Buy |
86,299
+3,754
| +5% | +$383K | 0.01% | 803 |
|
2024
Q3 | $8.54M | Buy |
82,545
+8,940
| +12% | +$925K | 0.01% | 811 |
|
2024
Q2 | $6.57M | Buy |
73,605
+18,933
| +35% | +$1.69M | 0.01% | 892 |
|
2024
Q1 | $4.78M | Buy |
54,672
+10,450
| +24% | +$914K | 0.01% | 985 |
|
2023
Q4 | $3.14M | Buy |
44,222
+2,263
| +5% | +$160K | 0.01% | 1194 |
|
2023
Q3 | $2.93M | Buy |
41,959
+507
| +1% | +$35.4K | 0.01% | 1166 |
|
2023
Q2 | $2.85M | Sell |
41,452
-2,366
| -5% | -$163K | 0.01% | 1155 |
|
2023
Q1 | $2.52M | Sell |
43,818
-805
| -2% | -$46.2K | 0.01% | 1157 |
|
2022
Q4 | $2.54M | Buy |
44,623
+823
| +2% | +$46.9K | 0.01% | 1151 |
|
2022
Q3 | $2.65M | Buy |
43,800
+942
| +2% | +$56.9K | 0.01% | 1075 |
|
2022
Q2 | $2.5M | Buy |
42,858
+1,352
| +3% | +$78.9K | 0.01% | 1131 |
|
2022
Q1 | $3M | Buy |
41,506
+5,466
| +15% | +$395K | 0.01% | 1145 |
|
2021
Q4 | $2.53M | Buy |
36,040
+167
| +0.5% | +$11.7K | 0.01% | 1227 |
|
2021
Q3 | $1.99M | Buy |
35,873
+196
| +0.5% | +$10.9K | 0.01% | 1256 |
|
2021
Q2 | $1.9M | Buy |
35,677
+246
| +0.7% | +$13.1K | 0.01% | 1250 |
|
2021
Q1 | $1.62M | Buy |
35,431
+15,160
| +75% | +$693K | 0.01% | 1253 |
|
2020
Q4 | $959K | Buy |
20,271
+1,471
| +8% | +$69.6K | ﹤0.01% | 1275 |
|
2020
Q3 | $851K | Buy |
18,800
+1,565
| +9% | +$70.8K | ﹤0.01% | 1292 |
|
2020
Q2 | $703K | Sell |
17,235
-389
| -2% | -$15.9K | ﹤0.01% | 1282 |
|
2020
Q1 | $639K | Sell |
17,624
-879
| -5% | -$31.9K | ﹤0.01% | 1206 |
|
2019
Q4 | $731K | Sell |
18,503
-1,247
| -6% | -$49.3K | ﹤0.01% | 1274 |
|
2019
Q3 | $713K | Sell |
19,750
-31,577
| -62% | -$1.14M | ﹤0.01% | 1345 |
|
2019
Q2 | $1.72M | Buy |
+51,327
| New | +$1.72M | 0.01% | 961 |
|
2017
Q4 | – | Sell |
-10,074
| Closed | -$239K | – | 2140 |
|
2017
Q3 | $239K | Buy |
+10,074
| New | +$239K | ﹤0.01% | 1797 |
|