Kennedy Capital Management’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 | $9.45M | Buy |
144,850
+56,891
| +65% | +$4.1M | 0.2% | 179 |
|
|
2025
Q4 | $7.01M | Sell |
87,959
-3,044
| -3% | -$254K | 0.15% | 223 |
|
|
2025
Q3 | $8.54M | Sell |
91,003
-15,972
| -15% | -$1.56M | 0.19% | 194 |
|
|
2025
Q2 | $11.9M | Sell |
106,975
-4,799
| -4% | -$539K | 0.28% | 106 |
|
|
2025
Q1 | $13.9M | Sell |
111,774
-26,544
| -19% | -$2.97M | 0.33% | 84 |
|
|
2024
Q4 | $14.1M | Sell |
138,318
-14,530
| -10% | -$1.55M | 0.31% | 77 |
|
|
2024
Q3 | $15.8M | Sell |
152,848
-60,159
| -28% | -$5.98M | 0.35% | 66 |
|
|
2024
Q2 | $19M | Sell |
213,007
-8,558
| -4% | -$743K | 0.41% | 49 |
|
|
2024
Q1 | $19.4M | Sell |
221,565
-7,282
| -3% | -$585K | 0.4% | 44 |
|
|
2023
Q4 | $16.3M | Buy |
228,847
+22,936
| +11% | +$1.64M | 0.36% | 63 |
|
|
2023
Q3 | $14.4M | Buy |
205,911
+2,334
| +1% | +$166K | 0.35% | 70 |
|
|
2023
Q2 | $14M | Buy |
203,577
+88,918
| +78% | +$5.66M | 0.33% | 80 |
|
|
2023
Q1 | $6.58M | Buy |
114,659
+23,849
| +26% | +$1.37M | 0.19% | 194 |
|
|
2022
Q4 | $5.17M | Buy |
90,810
+70,775
| +353% | +$4.14M | 0.15% | 252 |
|
|
2022
Q3 | $1.21M | Sell |
20,035
-150
| -0.7% | -$9.44K | 0.04% | 460 |
|
|
2022
Q2 | $1.18M | Buy |
20,185
+2,527
| +14% | +$155K | 0.03% | 454 |
|
|
2022
Q1 | $1.28M | Buy |
17,658
+4,775
| +37% | +$320K | 0.03% | 470 |
|
|
2021
Q4 | $905K | Sell |
12,883
-1,098
| -8% | -$70.8K | 0.02% | 526 |
|
|
2021
Q3 | $775K | Sell |
13,981
-229
| -2% | -$12.8K | 0.02% | 544 |
|
|
2021
Q2 | $755K | Buy |
14,210
+664
| +5% | +$34.1K | 0.02% | 543 |
|
|
2021
Q1 | $619K | Buy |
13,546
+7,913
| +140% | +$363K | 0.01% | 585 |
|
|
2020
Q4 | $267K | Buy |
+5,633
| New | +$259K | 0.01% | 643 |
|
Other funds holding BRO
VCM
VPM
