Janney Montgomery Scott’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
$13.4M Sell
120,869
-144,358
-54% -$16M 0.04% 449
2025
Q1
$33M Sell
265,227
-28,383
-10% -$3.53M 0.09% 213
2024
Q4
$30M Sell
293,610
-25,668
-8% -$2.62M 0.08% 230
2024
Q3
$33.1M Sell
319,278
-5,806
-2% -$601K 0.09% 221
2024
Q2
$29.1M Buy
325,084
+157,645
+94% +$14.1M 0.09% 236
2024
Q1
$14.7M Sell
167,439
-28,393
-14% -$2.49M 0.04% 416
2023
Q4
$13.9M Sell
195,832
-8,722
-4% -$620K 0.05% 399
2023
Q3
$14.3M Sell
204,554
-3,861
-2% -$270K 0.05% 333
2023
Q2
$14.3M Buy
208,415
+2,792
+1% +$192K 0.05% 350
2023
Q1
$11.8M Buy
205,623
+40,275
+24% +$2.31M 0.05% 362
2022
Q4
$9.42M Buy
165,348
+28,551
+21% +$1.63M 0.04% 453
2022
Q3
$8.27M Buy
136,797
+12,223
+10% +$739K 0.04% 449
2022
Q2
$7.26M Buy
124,574
+22,334
+22% +$1.3M 0.03% 466
2022
Q1
$7.39M Buy
102,240
+43,956
+75% +$3.18M 0.03% 472
2021
Q4
$4.1M Sell
58,284
-3,375
-5% -$237K 0.02% 685
2021
Q3
$3.42M Buy
61,659
+38,269
+164% +$2.12M 0.01% 728
2021
Q2
$1.24M Buy
23,390
+24
+0.1% +$1.28K 0.01% 1165
2021
Q1
$1.07M Hold
23,366
0.01% 1159
2020
Q4
$1.11M Buy
23,366
+256
+1% +$12.1K 0.01% 1133
2020
Q3
$1.05M Sell
23,110
-316
-1% -$14.3K 0.01% 1076
2020
Q2
$955K Sell
23,426
-237
-1% -$9.66K 0.01% 1058
2020
Q1
$857K Buy
23,663
+16,401
+226% +$594K 0.01% 985
2019
Q4
$287K Buy
7,262
+468
+7% +$18.5K ﹤0.01% 1734
2019
Q3
$245K Buy
+6,794
New +$245K ﹤0.01% 1794
2014
Q4
Sell
-16,724
Closed -$269K 2327
2014
Q3
$269K Buy
+16,724
New +$269K 0.01% 1745