Madison Asset 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 | $150M | Buy |
2,307,622
+320,512
| +16% | +$23.1M | 1.87% | 7 |
|
|
2025
Q4 | $158M | Sell |
1,987,110
-21,650
| -1% | -$1.81M | 1.82% | 9 |
|
|
2025
Q3 | $188M | Sell |
2,008,760
-33,526
| -2% | -$3.27M | 2.08% | 8 |
|
|
2025
Q2 | $226M | Sell |
2,042,286
-18,668
| -0.9% | -$2.1M | 2.45% | 6 |
|
|
2025
Q1 | $256M | Buy |
2,060,954
+119,856
| +6% | +$13.4M | 2.86% | 3 |
|
|
2024
Q4 | $198M | Buy |
1,941,098
+206,352
| +12% | +$22M | 2.23% | 7 |
|
|
2024
Q3 | $180M | Buy |
1,734,746
+67,240
| +4% | +$6.69M | 2.02% | 7 |
|
|
2024
Q2 | $149M | Buy |
1,667,506
+132,599
| +9% | +$11.5M | 1.85% | 8 |
|
|
2024
Q1 | $134M | Buy |
1,534,907
+173,299
| +13% | +$13.9M | 1.65% | 10 |
|
|
2023
Q4 | $96.8M | Buy |
1,361,608
+34,428
| +3% | +$2.46M | 1.31% | 16 |
|
|
2023
Q3 | $92.7M | Buy |
1,327,180
+14,082
| +1% | +$1M | 1.36% | 15 |
|
|
2023
Q2 | $90.4M | Sell |
1,313,098
-1,425
| -0.1% | -$90.6K | 1.32% | 15 |
|
|
2023
Q1 | $75.5M | Sell |
1,314,523
-10,679
| -0.8% | -$614K | 1.15% | 22 |
|
|
2022
Q4 | $75.5M | Sell |
1,325,202
-1,022
| -0.1% | -$59.8K | 1.18% | 17 |
|
|
2022
Q3 | $80.2M | Buy |
1,326,224
+8,563
| +0.6% | +$539K | 1.35% | 12 |
|
|
2022
Q2 | $76.9M | Sell |
1,317,661
-28,414
| -2% | -$1.74M | 1.2% | 15 |
|
|
2022
Q1 | $97.3M | Sell |
1,346,075
-12,702
| -0.9% | -$852K | 1.39% | 11 |
|
|
2021
Q4 | $95.5M | Sell |
1,358,777
-24,930
| -2% | -$1.61M | 1.25% | 16 |
|
|
2021
Q3 | $76.7M | Sell |
1,383,707
-1,436
| -0.1% | -$80K | 1.06% | 27 |
|
|
2021
Q2 | $73.6M | Sell |
1,385,143
-10,112
| -0.7% | -$520K | 0.99% | 32 |
|
|
2021
Q1 | $63.8M | Sell |
1,395,255
-15,288
| -1% | -$702K | 0.89% | 35 |
|
|
2020
Q4 | $66.9M | Sell |
1,410,543
-6,215
| -0.4% | -$286K | 0.98% | 28 |
|
|
2020
Q3 | $64.1M | Sell |
1,416,758
-26,922
| -2% | -$1.2M | 1.07% | 26 |
|
|
2020
Q2 | $58.8M | Sell |
1,443,680
-8,449
| -0.6% | -$326K | 1.03% | 30 |
|
|
2020
Q1 | $52.6M | Sell |
1,452,129
-400,728
| -22% | -$16.9M | 1.08% | 31 |
|
|
2019
Q4 | $73.2M | Buy |
+1,852,857
| New | +$69.6M | 1.12% | 27 |
|
Other funds holding BRO
VCM
VPM
