Jim Simons’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 | $89M | Buy |
803,112
+630,112
| +364% | +$69.9M | 0.12% | 182 |
|
|
2025
Q1 | $21.5M | Buy |
173,000
+36,000
| +26% | +$4.48M | 0.03% | 638 |
|
|
2024
Q4 | $14M | Sell |
137,000
-166,400
| -55% | -$17M | 0.02% | 814 |
|
|
2024
Q3 | $31.4M | Buy |
303,400
+110,574
| +57% | +$11.5M | 0.05% | 484 |
|
|
2024
Q2 | $17.2M | Buy |
+192,826
| New | +$17.2M | 0.03% | 658 |
|
|
2024
Q1 | – | Sell |
-389,200
| Closed | -$27.7M | – | 3724 |
|
|
2023
Q4 | $27.7M | Buy |
389,200
+335,600
| +626% | +$23.9M | 0.04% | 490 |
|
|
2023
Q3 | $3.74M | Buy |
+53,600
| New | +$3.74M | 0.01% | 1468 |
|
|
2023
Q2 | – | Sell |
-411,200
| Closed | -$23.6M | – | 3928 |
|
|
2023
Q1 | $23.6M | Sell |
411,200
-2,500
| -0.6% | -$144K | 0.03% | 633 |
|
|
2022
Q4 | $23.6M | Buy |
+413,700
| New | +$23.6M | 0.03% | 631 |
|
|
2022
Q2 | – | Sell |
-377,700
| Closed | -$27.3M | – | 4232 |
|
|
2022
Q1 | $27.3M | Buy |
377,700
+247,200
| +189% | +$17.9M | 0.03% | 591 |
|
|
2021
Q4 | $9.17M | Sell |
130,500
-301,300
| -70% | -$21.2M | 0.01% | 1114 |
|
|
2021
Q3 | $23.9M | Sell |
431,800
-39,700
| -8% | -$2.2M | 0.03% | 598 |
|
|
2021
Q2 | $25.1M | Sell |
471,500
-87,500
| -16% | -$4.65M | 0.03% | 616 |
|
|
2021
Q1 | $25.6M | Buy |
559,000
+379,300
| +211% | +$17.3M | 0.03% | 642 |
|
|
2020
Q4 | $8.52M | Buy |
179,700
+152,100
| +551% | +$7.21M | 0.01% | 1267 |
|
|
2020
Q3 | $1.25M | Sell |
27,600
-505,000
| -95% | -$22.9M | ﹤0.01% | 2388 |
|
|
2020
Q2 | $21.7M | Sell |
532,600
-1,005,857
| -65% | -$41M | 0.02% | 770 |
|
|
2020
Q1 | $55.7M | Sell |
1,538,457
-324,100
| -17% | -$11.7M | 0.05% | 357 |
|
|
2019
Q4 | $73.5M | Sell |
1,862,557
-780,643
| -30% | -$30.8M | 0.06% | 379 |
|
|
2019
Q3 | $95.3M | Sell |
2,643,200
-1,006,900
| -28% | -$36.3M | 0.08% | 294 |
|
|
2019
Q2 | $122M | Sell |
3,650,100
-829,300
| -19% | -$27.8M | 0.11% | 205 |
|
|
2019
Q1 | $132M | Sell |
4,479,400
-873,200
| -16% | -$25.8M | 0.12% | 191 |
|
|
2018
Q4 | $148M | Buy |
5,352,600
+267,800
| +5% | +$7.38M | 0.16% | 127 |
|
|
2018
Q3 | $150M | Buy |
5,084,800
+40,773
| +0.8% | +$1.21M | 0.15% | 136 |
|
|
2018
Q2 | $140M | Sell |
5,044,027
-550,873
| -10% | -$15.3M | 0.15% | 134 |
|
|
2018
Q1 | $142M | Buy |
5,594,900
+1,884,300
| +51% | +$47.9M | 0.16% | 129 |
|
|
2017
Q4 | $95.5M | Buy |
3,710,600
+828,400
| +29% | +$21.3M | 0.11% | 206 |
|
|
2017
Q3 | $69.4M | Buy |
2,882,200
+21,400
| +0.7% | +$516K | 0.08% | 295 |
|
|
2017
Q2 | $61.6M | Buy |
2,860,800
+688,200
| +32% | +$14.8M | 0.08% | 306 |
|
|
2017
Q1 | $45.3M | Buy |
2,172,600
+2,073,400
| +2,090% | +$43.3M | 0.06% | 386 |
|
|
2016
Q4 | $2.23M | Sell |
99,200
-523,200
| -84% | -$11.7M | ﹤0.01% | 2166 |
|
|
2016
Q3 | $11.7M | Buy |
622,400
+548,600
| +743% | +$10.3M | 0.02% | 1046 |
|
|
2016
Q2 | $1.38M | Sell |
73,800
-356,800
| -83% | -$6.69M | ﹤0.01% | 2394 |
|
|
2016
Q1 | $7.71M | Buy |
430,600
+309,000
| +254% | +$5.53M | 0.01% | 1311 |
|
|
2015
Q4 | $1.95M | Buy |
+121,600
| New | +$1.95M | ﹤0.01% | 2127 |
|
|
2015
Q2 | – | Sell |
-669,200
| Closed | -$11.1M | – | 3227 |
|
|
2015
Q1 | $11.1M | Buy |
669,200
+247,200
| +59% | +$4.09M | 0.02% | 883 |
|
|
2014
Q4 | $6.94M | Buy |
422,000
+253,800
| +151% | +$4.18M | 0.02% | 1083 |
|
|
2014
Q3 | $2.7M | Buy |
+168,200
| New | +$2.7M | 0.01% | 1517 |
|
|
2014
Q2 | – | Sell |
-249,784
| Closed | -$3.84M | – | 2792 |
|
|
2014
Q1 | $3.84M | Sell |
249,784
-1,527,016
| -86% | -$23.5M | 0.01% | 1401 |
|
|
2013
Q4 | $27.9M | Buy |
1,776,800
+152,000
| +9% | +$2.39M | 0.07% | 353 |
|
|
2013
Q3 | $26.1M | Buy |
1,624,800
+1,367,400
| +531% | +$21.9M | 0.06% | 379 |
|
|
2013
Q2 | $4.15M | Buy |
+257,400
| New | +$4.15M | 0.01% | 1189 |
|