JP Morgan Chase’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 | $205M | Buy |
3,137,024
+714,054
| +29% | +$51.5M | 0.01% | 689 |
|
|
2025
Q4 | $193M | Buy |
2,422,970
+491,131
| +25% | +$41M | 0.01% | 681 |
|
|
2025
Q3 | $181M | Buy |
1,931,839
+1,217,171
| +170% | +$119M | 0.01% | 730 |
|
|
2025
Q2 | $79.2M | Sell |
714,668
-84,803
| -11% | -$9.53M | 0.01% | 1062 |
|
|
2025
Q1 | $99.5M | Buy |
799,471
+82,514
| +12% | +$9.22M | 0.01% | 932 |
|
|
2024
Q4 | $73.1M | Sell |
716,957
-265,585
| -27% | -$28.4M | 0.01% | 1101 |
|
|
2024
Q3 | $102M | Sell |
982,542
-206,979
| -17% | -$20.6M | 0.01% | 947 |
|
|
2024
Q2 | $106M | Buy |
1,189,521
+116,777
| +11% | +$10.1M | 0.01% | 881 |
|
|
2024
Q1 | $93.9M | Buy |
1,072,744
+209,377
| +24% | +$16.8M | 0.01% | 965 |
|
|
2023
Q4 | $61.4M | Buy |
863,367
+189,699
| +28% | +$13.6M | 0.01% | 1113 |
|
|
2023
Q3 | $47M | Sell |
673,668
-189,930
| -22% | -$13.5M | 0.01% | 1147 |
|
|
2023
Q2 | $59.5M | Buy |
863,598
+363,905
| +73% | +$23.1M | 0.01% | 1049 |
|
|
2023
Q1 | $28.7M | Buy |
499,693
+65,699
| +15% | +$3.78M | ﹤0.01% | 1399 |
|
|
2022
Q4 | $24.7M | Buy |
433,994
+44,904
| +12% | +$2.63M | ﹤0.01% | 1501 |
|
|
2022
Q3 | $23.5M | Buy |
389,090
+41,932
| +12% | +$2.64M | ﹤0.01% | 1474 |
|
|
2022
Q2 | $20.3M | Sell |
347,158
-113,775
| -25% | -$6.98M | ﹤0.01% | 1611 |
|
|
2022
Q1 | $33.3M | Buy |
460,933
+214,342
| +87% | +$14.4M | ﹤0.01% | 1397 |
|
|
2021
Q4 | $17.3M | Sell |
246,591
-103,304
| -30% | -$6.66M | ﹤0.01% | 1933 |
|
|
2021
Q3 | $19.4M | Sell |
349,895
-158,596
| -31% | -$8.84M | ﹤0.01% | 1794 |
|
|
2021
Q2 | $27M | Buy |
508,491
+1,128
| +0.2% | +$58K | ﹤0.01% | 1584 |
|
|
2021
Q1 | $23.2M | Sell |
507,363
-30
| -0% | -$1.38K | ﹤0.01% | 1633 |
|
|
2020
Q4 | $24.1M | Sell |
507,393
-101,929
| -17% | -$4.69M | ﹤0.01% | 1489 |
|
|
2020
Q3 | $27.5M | Sell |
609,322
-82,752
| -12% | -$3.69M | 0.01% | 1293 |
|
|
2020
Q2 | $28.2M | Buy |
692,074
+116,538
| +20% | +$4.5M | 0.01% | 1160 |
|
|
2020
Q1 | $20.8M | Buy |
575,536
+221,958
| +63% | +$9.38M | 0.01% | 1228 |
|
|
2019
Q4 | $14M | Sell |
353,578
-127,151
| -26% | -$4.78M | ﹤0.01% | 1845 |
|
|
2019
Q3 | $17.3M | Buy |
480,729
+213,545
| +80% | +$7.64M | ﹤0.01% | 1705 |
|
|
2019
Q2 | $8.86M | Buy |
267,184
+45,556
| +21% | +$1.44M | ﹤0.01% | 2197 |
|
|
2019
Q1 | $6.54M | Sell |
221,628
-7,644
| -3% | -$218K | ﹤0.01% | 2374 |
|
|
2018
Q4 | $6.32M | Sell |
229,272
-124,758
| -35% | -$3.53M | ﹤0.01% | 2383 |
|
|
2018
Q3 | $10.5M | Sell |
354,030
-28,652
| -7% | -$852K | ﹤0.01% | 2167 |
|
|
2018
Q2 | $10.6M | Buy |
382,682
+159,438
| +71% | +$4.34M | ﹤0.01% | 2092 |
|
|
2018
Q1 | $5.68M | Sell |
223,244
-243,068
| -52% | -$6.35M | ﹤0.01% | 2471 |
|
|
2017
Q4 | $12M | Buy |
466,312
+325,580
| +231% | +$8.18M | ﹤0.01% | 1976 |
|
|
2017
Q3 | $3.4M | Sell |
140,732
-387,688
| -73% | -$8.7M | ﹤0.01% | 2842 |
|
|
2017
Q2 | $11.4M | Buy |
528,420
+92,292
| +21% | +$1.98M | ﹤0.01% | 1877 |
|
|
2017
Q1 | $9.1M | Buy |
436,128
+262,562
| +151% | +$5.68M | ﹤0.01% | 1996 |
|
|
2016
Q4 | $3.89M | Sell |
173,566
-14,980
| -8% | -$304K | ﹤0.01% | 2653 |
|
|
2016
Q3 | $3.55M | Buy |
188,546
+44,324
| +31% | +$820K | ﹤0.01% | 2460 |
|
|
2016
Q2 | $2.7M | Buy |
144,222
+3,620
| +3% | +$64.3K | ﹤0.01% | 2644 |
|
|
2016
Q1 | $2.52M | Sell |
140,602
-6,566
| -4% | -$105K | ﹤0.01% | 2581 |
|
|
2015
Q4 | $2.36M | Sell |
147,168
-23,614
| -14% | -$378K | ﹤0.01% | 2669 |
|
|
2015
Q3 | $2.65M | Sell |
170,782
-210,794
| -55% | -$3.46M | ﹤0.01% | 2603 |
|
|
2015
Q2 | $6.27M | Buy |
381,576
+163,732
| +75% | +$2.68M | ﹤0.01% | 2257 |
|
|
2015
Q1 | $3.61M | Sell |
217,844
-437,540
| -67% | -$7.06M | ﹤0.01% | 2555 |
|
|
2014
Q4 | $10.8M | Sell |
655,384
-281,680
| -30% | -$4.52M | ﹤0.01% | 1895 |
|
|
2014
Q3 | $15.1M | Buy |
937,064
+671,210
| +252% | +$10.6M | ﹤0.01% | 1630 |
|
|
2014
Q2 | $4.08M | Buy |
265,854
+36,870
| +16% | +$554K | ﹤0.01% | 2181 |
|
|
2014
Q1 | $3.52M | Sell |
228,984
-37,662
| -14% | -$578K | ﹤0.01% | 2275 |
|
|
2013
Q4 | $4.18M | Sell |
266,646
-17,490
| -6% | -$277K | ﹤0.01% | 2283 |
|
|
2013
Q3 | $4.56M | Buy |
284,136
+68,804
| +32% | +$1.12M | ﹤0.01% | 2244 |
|
|
2013
Q2 | $3.47M | Buy |
+215,332
| New | +$3.41M | ﹤0.01% | 2386 |
|
Other funds holding BRO
VCM
VPM
