MPWT
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MassMutual Private Wealth & Trust’s Brown & Brown BRO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$98.7K Buy
890
+176
+25% +$19.5K ﹤0.01% 594
2025
Q1
$88.8K Buy
714
+4
+0.6% +$498 ﹤0.01% 583
2024
Q4
$72.4K Sell
710
-142
-17% -$14.5K ﹤0.01% 646
2024
Q3
$88.3K Sell
852
-64
-7% -$6.63K ﹤0.01% 552
2024
Q2
$81.9K Buy
916
+201
+28% +$18K ﹤0.01% 560
2024
Q1
$62.6K Buy
715
+5
+0.7% +$438 ﹤0.01% 570
2023
Q4
$50.5K Buy
710
+71
+11% +$5.05K ﹤0.01% 604
2023
Q3
$44.6K Buy
639
+109
+21% +$7.61K ﹤0.01% 615
2023
Q2
$36.5K Buy
530
+69
+15% +$4.75K ﹤0.01% 617
2023
Q1
$26.5K Buy
461
+129
+39% +$7.41K ﹤0.01% 655
2022
Q4
$19K Sell
332
-11
-3% -$630 ﹤0.01% 643
2022
Q3
$21K Buy
343
+24
+8% +$1.47K ﹤0.01% 572
2022
Q2
$19K Buy
319
+269
+538% +$16K ﹤0.01% 580
2022
Q1
$4K Buy
50
+10
+25% +$800 ﹤0.01% 960
2021
Q4
$3K Hold
40
﹤0.01% 976
2021
Q3
$2K Hold
40
﹤0.01% 1023
2021
Q2
$2K Buy
+40
New +$2K ﹤0.01% 995
2021
Q1
Sell
-59
Closed -$3K 1109
2020
Q4
$3K Buy
+59
New +$3K ﹤0.01% 728
2018
Q3
Sell
-53
Closed -$1.47K 985
2018
Q2
$1.47K Buy
+53
New +$1.47K ﹤0.01% 931
2016
Q2
Sell
-220
Closed -$7.88K 857
2016
Q1
$7.88K Buy
+220
New +$7.88K ﹤0.01% 568