Howe & Rusling’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,610
| Closed | -$200K | – | 471 |
|
|
2025
Q1 | $200K | Buy |
+1,610
| New | +$180K | 0.02% | 270 |
|
|
2022
Q4 | – | Sell |
-848
| Closed | -$51K | – | 416 |
|
|
2022
Q3 | $51K | Hold |
848
| – | – | 0.01% | 323 |
|
|
2022
Q2 | $49K | Hold |
848
| – | – | 0.01% | 312 |
|
|
2022
Q1 | $61K | Hold |
848
| – | – | 0.01% | 299 |
|
|
2021
Q4 | $60K | Hold |
848
| – | – | 0.01% | 306 |
|
|
2021
Q3 | $47K | Hold |
848
| – | – | 0.01% | 314 |
|
|
2021
Q2 | $45K | Hold |
848
| – | – | 0.01% | 306 |
|
|
2021
Q1 | $39K | Hold |
848
| – | – | 0.01% | 318 |
|
|
2020
Q4 | $40K | Buy |
+848
| New | +$39K | 0.01% | 300 |
|
|
2018
Q2 | – | Sell |
-200
| Closed | -$5K | – | 833 |
|
|
2018
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 600 |
|
|
2017
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 551 |
|
|
2017
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 568 |
|
|
2017
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 659 |
|
|
2017
Q1 | $4K | Sell |
200
-20
| -9% | -$433 | ﹤0.01% | 695 |
|
|
2016
Q4 | $5K | Hold |
220
| – | – | ﹤0.01% | 661 |
|
|
2016
Q3 | $4K | Sell |
220
-130
| -37% | -$2.4K | ﹤0.01% | 703 |
|
|
2016
Q2 | $7K | Hold |
350
| – | – | ﹤0.01% | 548 |
|
|
2016
Q1 | $6K | Buy |
350
+50
| +17% | +$803 | ﹤0.01% | 622 |
|
|
2015
Q4 | $5K | Hold |
300
| – | – | ﹤0.01% | 616 |
|
|
2015
Q3 | $5K | Hold |
300
| – | – | ﹤0.01% | 624 |
|
|
2015
Q2 | $5K | Hold |
300
| – | – | ﹤0.01% | 630 |
|
|
2015
Q1 | $5K | Hold |
300
| – | – | ﹤0.01% | 599 |
|
|
2014
Q4 | $5K | Hold |
300
| – | – | ﹤0.01% | 606 |
|
|
2014
Q3 | $5K | Buy |
+300
| New | +$4.75K | ﹤0.01% | 591 |
|
|
2014
Q2 | – | Sell |
-412
| Closed | -$6K | – | 852 |
|
|
2014
Q1 | $6K | Buy |
+412
| New | +$6.33K | ﹤0.01% | 631 |
|
Other funds holding BRO
