IFP Advisors’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 | $228K | Sell |
3,501
-15,716
| -82% | -$1.13M | ﹤0.01% | 1318 |
|
|
2025
Q4 | $1.53M | Sell |
19,217
-1,554
| -7% | -$130K | 0.03% | 494 |
|
|
2025
Q3 | $1.95M | Sell |
20,771
-28
| -0.1% | -$2.73K | 0.05% | 389 |
|
|
2025
Q2 | $2.38M | Sell |
20,799
-3,630
| -15% | -$408K | 0.07% | 323 |
|
|
2025
Q1 | $3.04M | Buy |
24,429
+2,789
| +13% | +$312K | 0.09% | 246 |
|
|
2024
Q4 | $2.21M | Sell |
21,640
-1,221
| -5% | -$130K | 0.07% | 316 |
|
|
2024
Q3 | $2.37M | Buy |
22,861
+7,298
| +47% | +$726K | 0.09% | 261 |
|
|
2024
Q2 | $1.39M | Buy |
15,563
+14,743
| +1,798% | +$1.28M | 0.06% | 355 |
|
|
2024
Q1 | $71.8K | Sell |
820
-543
| -40% | -$43.7K | ﹤0.01% | 1438 |
|
|
2023
Q4 | $96.9K | Sell |
1,363
-282
| -17% | -$20.2K | ﹤0.01% | 1257 |
|
|
2023
Q3 | $115K | Sell |
1,645
-1,931
| -54% | -$138K | 0.01% | 1192 |
|
|
2023
Q2 | $246K | Sell |
3,576
-750
| -17% | -$47.7K | 0.01% | 919 |
|
|
2023
Q1 | $121K | Sell |
4,326
-4,786
| -53% | -$275K | 0.01% | 1156 |
|
|
2022
Q4 | $263K | Buy |
9,112
+371
| +4% | +$21.7K | 0.01% | 1202 |
|
|
2022
Q3 | $249K | Buy |
8,741
+633
| +8% | +$39.8K | 0.01% | 1285 |
|
|
2022
Q2 | $232K | Hold |
8,108
| – | – | 0.01% | 1201 |
|
|
2022
Q1 | $232K | Buy |
8,108
+4,820
| +147% | +$323K | 0.01% | 1201 |
|
|
2021
Q4 | $232K | Sell |
3,288
-131
| -4% | -$8.45K | ﹤0.01% | 881 |
|
|
2021
Q3 | $190K | Buy |
3,419
+129
| +4% | +$7.19K | ﹤0.01% | 976 |
|
|
2021
Q2 | $177K | Buy |
3,290
+1,873
| +132% | +$96.3K | ﹤0.01% | 962 |
|
|
2021
Q1 | $65K | Sell |
1,417
-44
| -3% | -$2.02K | ﹤0.01% | 1343 |
|
|
2020
Q4 | $69K | Sell |
1,461
-58
| -4% | -$2.67K | ﹤0.01% | 1306 |
|
|
2020
Q3 | $68K | Buy |
1,519
+55
| +4% | +$2.45K | ﹤0.01% | 1166 |
|
|
2020
Q2 | $58K | Buy |
1,464
+35
| +2% | +$1.35K | ﹤0.01% | 1151 |
|
|
2020
Q1 | $51K | Buy |
1,429
+729
| +104% | +$30.8K | 0.01% | 1107 |
|
|
2019
Q4 | $28K | Sell |
700
-165
| -19% | -$6.2K | ﹤0.01% | 1481 |
|
|
2019
Q3 | $31K | Buy |
+865
| New | +$30.9K | ﹤0.01% | 1573 |
|
|
2019
Q1 | $12K | Sell |
400
-1,849
| -82% | -$52.8K | ﹤0.01% | 1529 |
|
|
2018
Q4 | $61K | Buy |
2,249
+821
| +57% | +$23.2K | ﹤0.01% | 1489 |
|
|
2018
Q3 | $42K | Sell |
1,428
-505
| -26% | -$15K | ﹤0.01% | 1986 |
|
|
2018
Q2 | $54K | Buy |
1,933
+1,367
| +242% | +$37.2K | ﹤0.01% | 1867 |
|
|
2018
Q1 | $29K | Sell |
566
-566
| -50% | -$14.8K | ﹤0.01% | 2146 |
|
|
2017
Q4 | $29K | Sell |
1,132
-4,528
| -80% | -$114K | ﹤0.01% | 2172 |
|
|
2017
Q3 | $136K | Buy |
5,660
+14
| +0.2% | +$314 | 0.01% | 1371 |
|
|
2017
Q2 | $122K | Buy |
5,646
+502
| +10% | +$10.8K | 0.01% | 1422 |
|
|
2017
Q1 | $107K | Sell |
5,144
-18
| -0.3% | -$389 | ﹤0.01% | 1453 |
|
|
2016
Q4 | $116K | Buy |
5,162
+16
| +0.3% | +$325 | 0.01% | 1357 |
|
|
2016
Q3 | $97K | Buy |
5,146
+236
| +5% | +$4.37K | 0.01% | 1378 |
|
|
2016
Q2 | $92K | Buy |
4,910
+4,110
| +514% | +$73K | 0.01% | 1385 |
|
|
2016
Q1 | $12K | Sell |
800
-4,366
| -85% | -$70.1K | ﹤0.01% | 1529 |
|
|
2015
Q4 | $83K | Buy |
+5,166
| New | +$82.6K | 0.01% | 1282 |
|
Other funds holding BRO
VCM
VPM
