Natixis 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 | $125M | Buy |
1,130,631
+172,358
| +18% | +$19.1M | 0.2% | 114 |
|
|
2025
Q1 | $119M | Buy |
958,273
+116,505
| +14% | +$14.5M | 0.22% | 108 |
|
|
2024
Q4 | $85.9M | Buy |
841,768
+62,334
| +8% | +$6.36M | 0.16% | 134 |
|
|
2024
Q3 | $80.7M | Buy |
779,434
+45,766
| +6% | +$4.74M | 0.16% | 142 |
|
|
2024
Q2 | $65.6M | Buy |
733,668
+406,064
| +124% | +$36.3M | 0.14% | 152 |
|
|
2024
Q1 | $28.7M | Buy |
327,604
+167,548
| +105% | +$14.7M | 0.07% | 294 |
|
|
2023
Q4 | $11.4M | Buy |
160,056
+42,337
| +36% | +$3.01M | 0.03% | 528 |
|
|
2023
Q3 | $8.22M | Sell |
117,719
-4,079
| -3% | -$285K | 0.03% | 563 |
|
|
2023
Q2 | $8.39M | Buy |
121,798
+8,916
| +8% | +$614K | 0.03% | 577 |
|
|
2023
Q1 | $6.48M | Buy |
112,882
+35,326
| +46% | +$2.03M | 0.02% | 623 |
|
|
2022
Q4 | $4.42M | Sell |
77,556
-34,889
| -31% | -$1.99M | 0.02% | 716 |
|
|
2022
Q3 | $6.8M | Sell |
112,445
-30,542
| -21% | -$1.85M | 0.03% | 537 |
|
|
2022
Q2 | $8.34M | Buy |
142,987
+29,927
| +26% | +$1.75M | 0.04% | 489 |
|
|
2022
Q1 | $8.17M | Sell |
113,060
-36,709
| -25% | -$2.65M | 0.03% | 524 |
|
|
2021
Q4 | $10.5M | Buy |
149,769
+7,503
| +5% | +$527K | 0.04% | 448 |
|
|
2021
Q3 | $7.89M | Buy |
142,266
+28,554
| +25% | +$1.58M | 0.03% | 491 |
|
|
2021
Q2 | $6.04M | Buy |
113,712
+70,776
| +165% | +$3.76M | 0.03% | 569 |
|
|
2021
Q1 | $1.96M | Buy |
42,936
+3,669
| +9% | +$168K | 0.01% | 887 |
|
|
2020
Q4 | $1.86M | Buy |
39,267
+4,492
| +13% | +$213K | 0.01% | 859 |
|
|
2020
Q3 | $1.57M | Buy |
34,775
+508
| +1% | +$23K | 0.01% | 852 |
|
|
2020
Q2 | $1.4M | Buy |
34,267
+4,197
| +14% | +$171K | 0.01% | 891 |
|
|
2020
Q1 | $1.09M | Buy |
30,070
+12,071
| +67% | +$437K | 0.01% | 884 |
|
|
2019
Q4 | $711K | Sell |
17,999
-142,381
| -89% | -$5.62M | 0.01% | 1016 |
|
|
2019
Q3 | $5.78M | Sell |
160,380
-29,525
| -16% | -$1.06M | 0.05% | 432 |
|
|
2019
Q2 | $6.36M | Sell |
189,905
-12,470
| -6% | -$418K | 0.05% | 386 |
|
|
2019
Q1 | $5.97M | Buy |
202,375
+1,399
| +0.7% | +$41.3K | 0.05% | 395 |
|
|
2018
Q4 | $5.54M | Buy |
200,976
+18,196
| +10% | +$501K | 0.05% | 378 |
|
|
2018
Q3 | $5.4M | Sell |
182,780
-71,817
| -28% | -$2.12M | 0.05% | 436 |
|
|
2018
Q2 | $7.06M | Buy |
254,597
+40,982
| +19% | +$1.14M | 0.07% | 348 |
|
|
2018
Q1 | $5.43M | Sell |
213,615
-5,633
| -3% | -$143K | 0.05% | 412 |
|
|
2017
Q4 | $5.64M | Sell |
219,248
-10,606
| -5% | -$273K | 0.06% | 386 |
|
|
2017
Q3 | $5.54M | Sell |
229,854
-103,190
| -31% | -$2.49M | 0.06% | 400 |
|
|
2017
Q2 | $7.17M | Sell |
333,044
-19,526
| -6% | -$420K | 0.08% | 312 |
|
|
2017
Q1 | $7.36M | Sell |
352,570
-52,942
| -13% | -$1.1M | 0.08% | 299 |
|
|
2016
Q4 | $9.1M | Sell |
405,512
-73,958
| -15% | -$1.66M | 0.11% | 226 |
|
|
2016
Q3 | $9.04M | Sell |
479,470
-13,488
| -3% | -$254K | 0.12% | 217 |
|
|
2016
Q2 | $9.24M | Buy |
492,958
+36,254
| +8% | +$679K | 0.13% | 198 |
|
|
2016
Q1 | $8.18M | Buy |
+456,704
| New | +$8.18M | 0.12% | 198 |
|
|
2015
Q3 | – | Sell |
-126,158
| Closed | -$2.07M | – | 989 |
|
|
2015
Q2 | $2.07M | Sell |
126,158
-76,184
| -38% | -$1.25M | 0.04% | 617 |
|
|
2015
Q1 | $3.35M | Buy |
202,342
+2,178
| +1% | +$36.1K | 0.06% | 485 |
|
|
2014
Q4 | $3.29M | Buy |
200,164
+4,492
| +2% | +$73.9K | 0.06% | 470 |
|
|
2014
Q3 | $3.15M | Sell |
195,672
-307,792
| -61% | -$4.95M | 0.06% | 455 |
|
|
2014
Q2 | $7.73M | Sell |
503,464
-18,470
| -4% | -$284K | 0.11% | 297 |
|
|
2014
Q1 | $8.03M | Buy |
521,934
+8,076
| +2% | +$124K | 0.12% | 275 |
|
|
2013
Q4 | $8.07M | Sell |
513,858
-9,190
| -2% | -$144K | 0.13% | 251 |
|
|
2013
Q3 | $8.4M | Sell |
523,048
-474
| -0.1% | -$7.61K | 0.15% | 217 |
|
|
2013
Q2 | $8.44M | Buy |
+523,522
| New | +$8.44M | 0.17% | 196 |
|