Morgan Stanley’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 | $634M | Sell |
5,721,498
-1,681,032
| -23% | -$186M | 0.04% | 424 |
|
|
2025
Q1 | $921M | Sell |
7,402,530
-1,174,686
| -14% | -$146M | 0.07% | 281 |
|
|
2024
Q4 | $875M | Buy |
8,577,216
+118,388
| +1% | +$12.1M | 0.06% | 286 |
|
|
2024
Q3 | $876M | Sell |
8,458,828
-424,624
| -5% | -$44M | 0.06% | 282 |
|
|
2024
Q2 | $794M | Buy |
8,883,452
+17,576
| +0.2% | +$1.57M | 0.06% | 278 |
|
|
2024
Q1 | $776M | Sell |
8,865,876
-9,133,852
| -51% | -$800M | 0.06% | 287 |
|
|
2023
Q4 | $1.28B | Buy |
17,999,728
+8,664,128
| +93% | +$616M | 0.06% | 305 |
|
|
2023
Q3 | $652M | Sell |
9,335,600
-542,420
| -5% | -$37.9M | 0.07% | 272 |
|
|
2023
Q2 | $680M | Buy |
9,878,020
+478,812
| +5% | +$33M | 0.07% | 274 |
|
|
2023
Q1 | $540M | Sell |
9,399,208
-92,240
| -1% | -$5.3M | 0.06% | 322 |
|
|
2022
Q4 | $541M | Buy |
9,491,448
+6,186,323
| +187% | +$352M | 0.06% | 318 |
|
|
2022
Q3 | $200M | Buy |
3,305,125
+801,523
| +32% | +$48.5M | 0.03% | 574 |
|
|
2022
Q2 | $146M | Buy |
2,503,602
+283,530
| +13% | +$16.5M | 0.02% | 728 |
|
|
2022
Q1 | $160M | Buy |
2,220,072
+656,869
| +42% | +$47.5M | 0.02% | 619 |
|
|
2021
Q4 | $110M | Buy |
1,563,203
+159,129
| +11% | +$11.2M | 0.01% | 843 |
|
|
2021
Q3 | $77.9M | Buy |
1,404,074
+604,172
| +76% | +$33.5M | 0.01% | 981 |
|
|
2021
Q2 | $42.5M | Sell |
799,902
-162,581
| -17% | -$8.64M | 0.01% | 1445 |
|
|
2021
Q1 | $44M | Buy |
962,483
+107,461
| +13% | +$4.91M | 0.01% | 1260 |
|
|
2020
Q4 | $40.5M | Buy |
855,022
+181,939
| +27% | +$8.63M | 0.01% | 1240 |
|
|
2020
Q3 | $30.5M | Buy |
673,083
+218,549
| +48% | +$9.89M | 0.01% | 1183 |
|
|
2020
Q2 | $18.5M | Buy |
454,534
+21,459
| +5% | +$875K | ﹤0.01% | 1462 |
|
|
2020
Q1 | $15.7M | Sell |
433,075
-23,329
| -5% | -$845K | ﹤0.01% | 1458 |
|
|
2019
Q4 | $18M | Sell |
456,404
-1,195
| -0.3% | -$47.2K | ﹤0.01% | 1755 |
|
|
2019
Q3 | $16.5M | Buy |
457,599
+281,451
| +160% | +$10.1M | ﹤0.01% | 1653 |
|
|
2019
Q2 | $5.9M | Buy |
176,148
+34,976
| +25% | +$1.17M | ﹤0.01% | 2750 |
|
|
2019
Q1 | $4.17M | Sell |
141,172
-50,461
| -26% | -$1.49M | ﹤0.01% | 2880 |
|
|
2018
Q4 | $5.28M | Sell |
191,633
-143,247
| -43% | -$3.95M | ﹤0.01% | 2845 |
|
|
2018
Q3 | $9.9M | Sell |
334,880
-5,238
| -2% | -$155K | ﹤0.01% | 2428 |
|
|
2018
Q2 | $9.43M | Buy |
340,118
+25,423
| +8% | +$705K | ﹤0.01% | 2445 |
|
|
2018
Q1 | $8.01M | Sell |
314,695
-162,129
| -34% | -$4.12M | ﹤0.01% | 2562 |
|
|
2017
Q4 | $12.3M | Sell |
476,824
-91,038
| -16% | -$2.34M | ﹤0.01% | 2192 |
|
|
2017
Q3 | $13.7M | Buy |
567,862
+170,132
| +43% | +$4.1M | ﹤0.01% | 1959 |
|
|
2017
Q2 | $8.57M | Sell |
397,730
-459,770
| -54% | -$9.9M | ﹤0.01% | 2318 |
|
|
2017
Q1 | $17.9M | Buy |
857,500
+434,264
| +103% | +$9.06M | 0.01% | 1660 |
|
|
2016
Q4 | $9.49M | Buy |
423,236
+34,848
| +9% | +$782K | ﹤0.01% | 2310 |
|
|
2016
Q3 | $7.32M | Buy |
388,388
+114,282
| +42% | +$2.15M | ﹤0.01% | 2296 |
|
|
2016
Q2 | $5.14M | Buy |
274,106
+113,704
| +71% | +$2.13M | ﹤0.01% | 2594 |
|
|
2016
Q1 | $2.87M | Sell |
160,402
-99,792
| -38% | -$1.79M | ﹤0.01% | 3041 |
|
|
2015
Q4 | $4.18M | Buy |
260,194
+122,438
| +89% | +$1.97M | ﹤0.01% | 2844 |
|
|
2015
Q3 | $2.13M | Sell |
137,756
-212,748
| -61% | -$3.29M | ﹤0.01% | 3453 |
|
|
2015
Q2 | $5.76M | Buy |
350,504
+149,374
| +74% | +$2.45M | ﹤0.01% | 2657 |
|
|
2015
Q1 | $3.33M | Buy |
201,130
+36,998
| +23% | +$612K | ﹤0.01% | 3128 |
|
|
2014
Q4 | $2.7M | Sell |
164,132
-106,906
| -39% | -$1.76M | ﹤0.01% | 3292 |
|
|
2014
Q3 | $4.36M | Buy |
271,038
+106,456
| +65% | +$1.71M | ﹤0.01% | 2745 |
|
|
2014
Q2 | $2.53M | Sell |
164,582
-21,534
| -12% | -$331K | ﹤0.01% | 3295 |
|
|
2014
Q1 | $2.86M | Sell |
186,116
-969,448
| -84% | -$14.9M | ﹤0.01% | 3119 |
|
|
2013
Q4 | $18.1M | Buy |
1,155,564
+426,502
| +59% | +$6.69M | 0.01% | 1426 |
|
|
2013
Q3 | $11.7M | Buy |
729,062
+560,658
| +333% | +$9M | 0.01% | 1649 |
|
|
2013
Q2 | $2.72M | Buy |
+168,404
| New | +$2.72M | ﹤0.01% | 2893 |
|