Mercer Global Advisors’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 | $1.3M | Sell |
11,695
-141
| -1% | -$15.6K | ﹤0.01% | 1062 |
|
|
2025
Q1 | $1.47M | Buy |
11,836
+2,651
| +29% | +$330K | ﹤0.01% | 951 |
|
|
2024
Q4 | $937K | Sell |
9,185
-8,064
| -47% | -$823K | ﹤0.01% | 1146 |
|
|
2024
Q3 | $1.81M | Buy |
17,249
+3,171
| +23% | +$333K | ﹤0.01% | 805 |
|
|
2024
Q2 | $1.26M | Buy |
14,078
+841
| +6% | +$75.2K | ﹤0.01% | 868 |
|
|
2024
Q1 | $1.16M | Buy |
13,237
+198
| +2% | +$17.3K | ﹤0.01% | 909 |
|
|
2023
Q4 | $927K | Buy |
13,039
+2,926
| +29% | +$208K | ﹤0.01% | 1006 |
|
|
2023
Q3 | $706K | Buy |
10,113
+1,797
| +22% | +$125K | ﹤0.01% | 1087 |
|
|
2023
Q2 | $572K | Buy |
8,316
+1,733
| +26% | +$119K | ﹤0.01% | 1166 |
|
|
2023
Q1 | $378K | Buy |
6,583
+1,972
| +43% | +$113K | ﹤0.01% | 1362 |
|
|
2022
Q4 | $256K | Sell |
4,611
-634
| -12% | -$35.2K | ﹤0.01% | 1575 |
|
|
2022
Q3 | $317K | Sell |
5,245
-1,448
| -22% | -$87.5K | ﹤0.01% | 1373 |
|
|
2022
Q2 | $390K | Buy |
6,693
+2,546
| +61% | +$148K | ﹤0.01% | 1282 |
|
|
2022
Q1 | $300K | Buy |
4,147
+1,173
| +39% | +$84.9K | ﹤0.01% | 1507 |
|
|
2021
Q4 | $209K | Buy |
+2,974
| New | +$209K | ﹤0.01% | 1629 |
|