HWG Holdings’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 | – | Sell |
-37,640
| Closed | -$3M | – | 58 |
|
|
2025
Q4 | $3M | Sell |
37,640
-29,461
| -44% | -$2.46M | 0.73% | 23 |
|
|
2025
Q3 | $6.29M | Sell |
67,101
-5,923
| -8% | -$577K | 1.69% | 20 |
|
|
2025
Q2 | $8.1M | Buy |
73,024
+2,520
| +4% | +$283K | 2.45% | 13 |
|
|
2025
Q1 | $8.77M | Buy |
70,504
+235
| +0.3% | +$26.3K | 3.91% | 11 |
|
|
2024
Q4 | $7.17M | Buy |
70,269
+2,447
| +4% | +$261K | 2.35% | 12 |
|
|
2024
Q3 | $7.03M | Buy |
67,822
+26,779
| +65% | +$2.66M | 2.42% | 12 |
|
|
2024
Q2 | $3.67M | Buy |
+41,043
| New | +$3.56M | 1.35% | 18 |
|
|
2023
Q4 | $2.73M | Buy |
38,377
+974
| +3% | +$69.6K | 1.26% | 21 |
|
|
2023
Q3 | $2.61M | Sell |
37,403
-2,610
| -7% | -$186K | 1.47% | 12 |
|
|
2023
Q2 | $2.75M | Sell |
40,013
-8,339
| -17% | -$530K | 1.4% | 19 |
|
|
2023
Q1 | $2.78M | Sell |
48,352
-25,694
| -35% | -$1.48M | 1.68% | 13 |
|
|
2022
Q4 | $4.22M | Buy |
74,046
+1,349
| +2% | +$78.9K | 2.75% | 8 |
|
|
2022
Q3 | $4.4M | Buy |
+72,697
| New | +$4.57M | 3.17% | 6 |
|
|
2022
Q1 | $3.52M | Sell |
48,705
-24,375
| -33% | -$1.63M | 1.76% | 7 |
|
|
2021
Q4 | $5.14M | Buy |
+73,080
| New | +$4.71M | 2.41% | 12 |
|
|
2021
Q2 | $1.05M | Buy |
19,849
+13,134
| +196% | +$675K | 0.54% | 40 |
|
|
2021
Q1 | $307K | Sell |
6,715
-9,957
| -60% | -$457K | 0.19% | 48 |
|
|
2020
Q4 | $790K | Sell |
16,672
-527
| -3% | -$24.3K | 0.5% | 45 |
|
|
2020
Q3 | $779K | Buy |
17,199
+325
| +2% | +$14.5K | 0.73% | 35 |
|
|
2020
Q2 | $688K | Buy |
+16,874
| New | +$651K | 0.58% | 35 |
|
|
2019
Q4 | $177K | Buy |
4,488
+3,984
| +790% | +$150K | 0.15% | 72 |
|
|
2019
Q3 | $18K | Buy |
+504
| New | +$18K | 0.02% | 95 |
|
Other funds holding BRO
VCM
VPM
