LPL Financial’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 | $30.6M | Sell |
275,626
-5,946
| -2% | -$659K | 0.01% | 1012 |
|
|
2025
Q1 | $35M | Buy |
281,572
+63,724
| +29% | +$7.93M | 0.01% | 861 |
|
|
2024
Q4 | $22.2M | Buy |
217,848
+50,837
| +30% | +$5.19M | 0.01% | 1023 |
|
|
2024
Q3 | $17.3M | Buy |
167,011
+5,865
| +4% | +$608K | 0.01% | 1112 |
|
|
2024
Q2 | $14.4M | Buy |
161,146
+3,757
| +2% | +$336K | 0.01% | 1136 |
|
|
2024
Q1 | $13.8M | Sell |
157,389
-14,811
| -9% | -$1.3M | 0.01% | 1129 |
|
|
2023
Q4 | $12.2M | Buy |
172,200
+8,451
| +5% | +$601K | 0.01% | 1127 |
|
|
2023
Q3 | $11.4M | Buy |
163,749
+12,152
| +8% | +$849K | 0.01% | 1086 |
|
|
2023
Q2 | $10.4M | Buy |
151,597
+45,514
| +43% | +$3.13M | 0.01% | 1108 |
|
|
2023
Q1 | $6.09M | Buy |
106,083
+34,636
| +48% | +$1.99M | ﹤0.01% | 1385 |
|
|
2022
Q4 | $4.07M | Sell |
71,447
-31,220
| -30% | -$1.78M | ﹤0.01% | 1583 |
|
|
2022
Q3 | $6.21M | Buy |
102,667
+10,490
| +11% | +$634K | 0.01% | 1225 |
|
|
2022
Q2 | $5.38M | Buy |
92,177
+8,594
| +10% | +$501K | 0.01% | 1340 |
|
|
2022
Q1 | $6.04M | Sell |
83,583
-7,655
| -8% | -$553K | 0.01% | 1318 |
|
|
2021
Q4 | $6.41M | Buy |
91,238
+11,479
| +14% | +$807K | 0.01% | 1292 |
|
|
2021
Q3 | $4.42M | Buy |
79,759
+11,568
| +17% | +$641K | ﹤0.01% | 1484 |
|
|
2021
Q2 | $3.62M | Buy |
68,191
+2,695
| +4% | +$143K | ﹤0.01% | 1567 |
|
|
2021
Q1 | $2.99M | Buy |
65,496
+7,386
| +13% | +$338K | ﹤0.01% | 1572 |
|
|
2020
Q4 | $2.76M | Buy |
58,110
+12,112
| +26% | +$574K | ﹤0.01% | 1471 |
|
|
2020
Q3 | $2.08M | Buy |
45,998
+30,957
| +206% | +$1.4M | ﹤0.01% | 1421 |
|
|
2020
Q2 | $613K | Buy |
15,041
+691
| +5% | +$28.2K | ﹤0.01% | 2192 |
|
|
2020
Q1 | $520K | Buy |
14,350
+1,882
| +15% | +$68.2K | ﹤0.01% | 2063 |
|
|
2019
Q4 | $492K | Buy |
12,468
+3,525
| +39% | +$139K | ﹤0.01% | 2381 |
|
|
2019
Q3 | $322K | Sell |
8,943
-30
| -0.3% | -$1.08K | ﹤0.01% | 2611 |
|
|
2019
Q2 | $301K | Sell |
8,973
-730
| -8% | -$24.5K | ﹤0.01% | 2682 |
|
|
2019
Q1 | $286K | Sell |
9,703
-11,667
| -55% | -$344K | ﹤0.01% | 2663 |
|
|
2018
Q4 | $589K | Sell |
21,370
-2,173
| -9% | -$59.9K | ﹤0.01% | 1905 |
|
|
2018
Q3 | $696K | Buy |
23,543
+157
| +0.7% | +$4.64K | ﹤0.01% | 1949 |
|
|
2018
Q2 | $648K | Buy |
23,386
+531
| +2% | +$14.7K | ﹤0.01% | 1955 |
|
|
2018
Q1 | $581K | Buy |
+22,855
| New | +$581K | ﹤0.01% | 1996 |
|
|
2016
Q2 | – | Sell |
-12,514
| Closed | -$219K | – | 2657 |
|
|
2016
Q1 | $219K | Sell |
12,514
-2,630
| -17% | -$46K | ﹤0.01% | 2735 |
|
|
2015
Q4 | $242K | Buy |
+15,144
| New | +$242K | ﹤0.01% | 2693 |
|
|
2015
Q1 | – | Sell |
-33,382
| Closed | -$549K | – | 2793 |
|
|
2014
Q4 | $549K | Sell |
33,382
-2,438
| -7% | -$40.1K | ﹤0.01% | 1705 |
|
|
2014
Q3 | $573K | Buy |
35,820
+12,156
| +51% | +$194K | ﹤0.01% | 1675 |
|
|
2014
Q2 | $363K | Hold |
23,664
| – | – | ﹤0.01% | 2054 |
|
|
2014
Q1 | $364K | Sell |
23,664
-3,900
| -14% | -$60K | ﹤0.01% | 1999 |
|
|
2013
Q4 | $433K | Hold |
27,564
| – | – | ﹤0.01% | 1825 |
|
|
2013
Q3 | $460K | Hold |
27,564
| – | – | ﹤0.01% | 1713 |
|
|
2013
Q2 | $444K | Buy |
+27,564
| New | +$444K | ﹤0.01% | 1644 |
|