Inspire Investing’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 | $1.32M | Buy |
20,232
+16,121
| +392% | +$1.16M | 0.08% | 303 |
|
|
2025
Q4 | $328K | Buy |
4,111
+806
| +24% | +$67.3K | 0.03% | 764 |
|
|
2025
Q3 | $310K | Buy |
3,305
+744
| +29% | +$72.5K | 0.03% | 765 |
|
|
2025
Q2 | $284K | Sell |
2,561
-9
| -0.4% | -$1.01K | 0.03% | 740 |
|
|
2025
Q1 | $320K | Sell |
2,570
-9,076
| -78% | -$1.01M | 0.04% | 721 |
|
|
2024
Q4 | $1.19M | Sell |
11,646
-695
| -6% | -$74.2K | 0.13% | 173 |
|
|
2024
Q3 | $1.28M | Sell |
12,341
-1,794
| -13% | -$178K | 0.13% | 162 |
|
|
2024
Q2 | $1.26M | Sell |
14,135
-3,897
| -22% | -$338K | 0.15% | 171 |
|
|
2024
Q1 | $1.58M | Sell |
18,032
-1,641
| -8% | -$132K | 0.16% | 158 |
|
|
2023
Q4 | $1.4M | Buy |
19,673
+952
| +5% | +$68K | 0.15% | 160 |
|
|
2023
Q3 | $1.31M | Sell |
18,721
-1,260
| -6% | -$89.9K | 0.17% | 160 |
|
|
2023
Q2 | $1.38M | Buy |
19,981
+13,445
| +206% | +$855K | 0.17% | 140 |
|
|
2023
Q1 | $375K | Buy |
6,536
+519
| +9% | +$29.8K | 0.05% | 315 |
|
|
2022
Q4 | $343K | Buy |
6,017
+1,171
| +24% | +$68.5K | 0.04% | 274 |
|
|
2022
Q3 | $293K | Sell |
4,846
-424
| -8% | -$26.7K | 0.04% | 250 |
|
|
2022
Q2 | $307K | Buy |
5,270
+278
| +6% | +$17.1K | 0.04% | 259 |
|
|
2022
Q1 | $361K | Sell |
4,992
-988
| -17% | -$66.3K | 0.04% | 283 |
|
|
2021
Q4 | $420K | Sell |
5,980
-55
| -0.9% | -$3.55K | 0.05% | 247 |
|
|
2021
Q3 | $335K | Buy |
+6,035
| New | +$336K | 0.04% | 302 |
|
|
2021
Q1 | – | Sell |
-9,905
| Closed | -$469K | – | 617 |
|
|
2020
Q4 | $469K | Buy |
+9,905
| New | +$456K | 0.1% | 193 |
|
Other funds holding BRO
VCM
VPM