NewEdge 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 | $6.39M | Buy |
57,665
+38,694
| +204% | +$4.29M | 0.03% | 491 |
|
|
2025
Q1 | $2.36M | Buy |
18,971
+846
| +5% | +$105K | 0.01% | 788 |
|
|
2024
Q4 | $1.85M | Buy |
18,125
+2,043
| +13% | +$208K | 0.01% | 861 |
|
|
2024
Q3 | $1.67M | Sell |
16,082
-3,474
| -18% | -$360K | 0.01% | 875 |
|
|
2024
Q2 | $1.75M | Buy |
19,556
+484
| +3% | +$43.3K | 0.01% | 816 |
|
|
2024
Q1 | $1.67M | Buy |
19,072
+69
| +0.4% | +$6.04K | 0.01% | 761 |
|
|
2023
Q4 | $1.43M | Sell |
19,003
-304
| -2% | -$22.8K | 0.01% | 788 |
|
|
2023
Q3 | $1.35M | Sell |
19,307
-4,387
| -19% | -$306K | 0.01% | 734 |
|
|
2023
Q2 | $1.63M | Sell |
23,694
-1,292
| -5% | -$88.9K | 0.02% | 664 |
|
|
2023
Q1 | $1.46M | Buy |
24,986
+3,930
| +19% | +$229K | 0.02% | 641 |
|
|
2022
Q4 | $486K | Buy |
21,056
+2,952
| +16% | +$68.1K | 0.01% | 793 |
|
|
2022
Q3 | $1.1M | Buy |
18,104
+1,960
| +12% | +$119K | 0.02% | 619 |
|
|
2022
Q2 | $941K | Sell |
16,144
-1,316
| -8% | -$76.7K | 0.02% | 690 |
|
|
2022
Q1 | $1.26M | Sell |
17,460
-101
| -0.6% | -$7.3K | 0.02% | 559 |
|
|
2021
Q4 | $1.23M | Buy |
17,561
+10,434
| +146% | +$733K | 0.02% | 630 |
|
|
2021
Q3 | $395K | Buy |
7,127
+37
| +0.5% | +$2.05K | 0.01% | 813 |
|
|
2021
Q2 | $377K | Buy |
7,090
+1,725
| +32% | +$91.7K | 0.01% | 817 |
|
|
2021
Q1 | $245K | Sell |
5,365
-264
| -5% | -$12.1K | 0.01% | 879 |
|
|
2020
Q4 | $267K | Buy |
+5,629
| New | +$267K | 0.01% | 796 |
|
|
2019
Q4 | – | Sell |
-7,797
| Closed | -$281K | – | 821 |
|
|
2019
Q3 | $281K | Buy |
+7,797
| New | +$281K | 0.01% | 653 |
|
|
2017
Q3 | – | Sell |
-4,028
| Closed | -$86.3K | – | 454 |
|
|
2017
Q2 | $86.3K | Buy |
+4,028
| New | +$86.3K | 0.01% | 443 |
|
|
2015
Q1 | – | Sell |
-78,606
| Closed | -$4.82M | – | 65 |
|
|
2014
Q4 | $4.82M | Buy |
+78,606
| New | +$4.82M | 3.74% | 6 |
|