Osaic Holdings’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.89M | Sell |
92,766
-61,116
| -40% | -$4.41M | 0.01% | 1245 |
|
|
2025
Q4 | $12.1M | Sell |
153,882
-28,229
| -16% | -$2.36M | 0.02% | 831 |
|
|
2025
Q3 | $17M | Buy |
182,111
+116,523
| +178% | +$11.4M | 0.02% | 702 |
|
|
2025
Q2 | $7.29M | Buy |
65,588
+1,708
| +3% | +$192K | 0.01% | 1005 |
|
|
2025
Q1 | $7.95M | Sell |
63,880
-2,912
| -4% | -$325K | 0.02% | 804 |
|
|
2024
Q4 | $6.82M | Sell |
66,792
-5,075
| -7% | -$542K | 0.02% | 872 |
|
|
2024
Q3 | $7.45M | Buy |
71,867
+9,832
| +16% | +$978K | 0.02% | 828 |
|
|
2024
Q2 | $5.55M | Buy |
62,035
+20,796
| +50% | +$1.81M | 0.01% | 944 |
|
|
2024
Q1 | $3.61M | Sell |
41,239
-72,314
| -64% | -$5.81M | 0.01% | 1261 |
|
|
2023
Q4 | $8.08M | Sell |
113,553
-4,282
| -4% | -$306K | 0.01% | 911 |
|
|
2023
Q3 | $8.23M | Buy |
117,835
+2,939
| +3% | +$210K | 0.01% | 972 |
|
|
2023
Q2 | $7.9M | Buy |
114,896
+8,296
| +8% | +$528K | 0.01% | 891 |
|
|
2023
Q1 | $6.18M | Buy |
106,600
+14,816
| +16% | +$852K | 0.01% | 1026 |
|
|
2022
Q4 | $5.23M | Sell |
91,784
-12,475
| -12% | -$729K | 0.01% | 1070 |
|
|
2022
Q3 | $6.3M | Sell |
104,259
-11,506
| -10% | -$724K | 0.01% | 885 |
|
|
2022
Q2 | $6.81M | Sell |
115,765
-228
| -0.2% | -$14K | 0.02% | 856 |
|
|
2022
Q1 | $4.16M | Buy |
115,993
+29,154
| +34% | +$1.96M | 0.01% | 1339 |
|
|
2021
Q4 | $6.02M | Buy |
86,839
+11,295
| +15% | +$729K | 0.01% | 999 |
|
|
2021
Q3 | $4.31M | Buy |
75,544
+2,042
| +3% | +$114K | 0.01% | 1148 |
|
|
2021
Q2 | $3.93M | Buy |
73,502
+273
| +0.4% | +$14K | 0.01% | 1194 |
|
|
2021
Q1 | $3.4M | Buy |
73,229
+431
| +0.6% | +$19.8K | 0.01% | 1201 |
|
|
2020
Q4 | $3.45M | Sell |
72,798
-27,631
| -28% | -$1.27M | 0.01% | 1071 |
|
|
2020
Q3 | $4.26M | Buy |
100,429
+7,489
| +8% | +$334K | 0.01% | 853 |
|
|
2020
Q2 | $3.79M | Sell |
92,940
-2,809
| -3% | -$108K | 0.01% | 844 |
|
|
2020
Q1 | $3.45M | Buy |
+95,749
| New | +$4.05M | 0.01% | 772 |
|
Other funds holding BRO
VCM
VPM
