HWG Holdings’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 | $8.1M | Buy |
73,024
+2,520
| +4% | +$279K | 2.37% | 13 |
|
|
2025
Q1 | $8.77M | Buy |
70,504
+235
| +0.3% | +$29.2K | 3.91% | 11 |
|
|
2024
Q4 | $7.17M | Buy |
70,269
+2,447
| +4% | +$250K | 2.35% | 12 |
|
|
2024
Q3 | $7.03M | Buy |
67,822
+26,779
| +65% | +$2.77M | 2.42% | 12 |
|
|
2024
Q2 | $3.67M | Buy |
+41,043
| New | +$3.67M | 1.35% | 18 |
|
|
2023
Q4 | $2.73M | Buy |
38,377
+974
| +3% | +$69.3K | 1.22% | 20 |
|
|
2023
Q3 | $2.61M | Sell |
37,403
-2,610
| -7% | -$182K | 1.42% | 11 |
|
|
2023
Q2 | $2.75M | Sell |
40,013
-8,339
| -17% | -$574K | 1.27% | 17 |
|
|
2023
Q1 | $2.78M | Sell |
48,352
-25,694
| -35% | -$1.48M | 1.59% | 12 |
|
|
2022
Q4 | $4.22M | Buy |
74,046
+1,349
| +2% | +$76.8K | 2.73% | 8 |
|
|
2022
Q3 | $4.4M | Buy |
+72,697
| New | +$4.4M | 3.14% | 6 |
|
|
2022
Q1 | $3.52M | Sell |
48,705
-24,375
| -33% | -$1.76M | 1.75% | 7 |
|
|
2021
Q4 | $5.14M | Buy |
+73,080
| New | +$5.14M | 2.23% | 11 |
|
|
2021
Q2 | $1.06M | Buy |
19,849
+13,134
| +196% | +$698K | 0.46% | 36 |
|
|
2021
Q1 | $307K | Sell |
6,715
-9,957
| -60% | -$455K | 0.15% | 43 |
|
|
2020
Q4 | $790K | Sell |
16,672
-527
| -3% | -$25K | 0.4% | 39 |
|
|
2020
Q3 | $779K | Buy |
17,199
+325
| +2% | +$14.7K | 0.69% | 34 |
|
|
2020
Q2 | $688K | Buy |
+16,874
| New | +$688K | 0.55% | 32 |
|
|
2019
Q4 | $177K | Buy |
4,488
+3,984
| +790% | +$157K | 0.14% | 70 |
|
|
2019
Q3 | $18K | Buy |
+504
| New | +$18K | 0.02% | 92 |
|