Prana Capital Management’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 | – | Sell |
-596,403
| Closed | -$47.5M | – | 138 |
|
|
2025
Q4 | $47.5M | Sell |
596,403
-344,438
| -37% | -$28.7M | 1.73% | 19 |
|
|
2025
Q3 | $88.2M | Buy |
940,841
+240,249
| +34% | +$23.4M | 2.95% | 11 |
|
|
2025
Q2 | $77.7M | Buy |
+700,592
| New | +$78.7M | 2.81% | 11 |
|
|
2024
Q1 | – | Sell |
-308,054
| Closed | -$21.9M | – | 90 |
|
|
2023
Q4 | $21.9M | Sell |
308,054
-129,487
| -30% | -$9.26M | 1.29% | 27 |
|
|
2023
Q3 | $30.6M | Buy |
437,541
+214,614
| +96% | +$15.3M | 1.99% | 21 |
|
|
2023
Q2 | $15.3M | Sell |
222,927
-254,997
| -53% | -$16.2M | 1.02% | 31 |
|
|
2023
Q1 | $27.4M | Sell |
477,924
-3,273
| -0.7% | -$188K | 2.33% | 17 |
|
|
2022
Q4 | $27.4M | Buy |
481,197
+350,535
| +268% | +$20.5M | 2.1% | 14 |
|
|
2022
Q3 | $7.9M | Sell |
130,662
-62,661
| -32% | -$3.94M | 0.54% | 47 |
|
|
2022
Q2 | $11.3M | Buy |
+193,323
| New | +$11.9M | 0.86% | 36 |
|
|
2022
Q1 | – | Sell |
-80,133
| Closed | -$5.63M | – | 92 |
|
|
2021
Q4 | $5.63M | Sell |
80,133
-204,146
| -72% | -$13.2M | 0.44% | 53 |
|
|
2021
Q3 | $15.8M | Buy |
284,279
+154,812
| +120% | +$8.63M | 1.39% | 24 |
|
|
2021
Q2 | $6.88M | Buy |
129,467
+37,413
| +41% | +$1.92M | 0.47% | 53 |
|
|
2021
Q1 | $4.21M | Sell |
92,054
-35,544
| -28% | -$1.63M | 0.34% | 59 |
|
|
2020
Q4 | $6.05M | Buy |
+127,598
| New | +$5.87M | 0.79% | 30 |
|
|
2019
Q4 | – | Sell |
-104,231
| Closed | -$3.76M | – | 54 |
|
|
2019
Q3 | $3.76M | Sell |
104,231
-63,131
| -38% | -$2.26M | 0.68% | 44 |
|
|
2019
Q2 | $5.61M | Sell |
167,362
-40,550
| -20% | -$1.29M | 1.01% | 31 |
|
|
2019
Q1 | $6.12M | Buy |
+207,912
| New | +$5.94M | 0.94% | 33 |
|
|
2018
Q2 | – | Sell |
-67,958
| Closed | -$1.73M | – | 46 |
|
|
2018
Q1 | $1.73M | Sell |
67,958
-357,352
| -84% | -$9.34M | 0.51% | 41 |
|
|
2017
Q4 | $10.9M | Buy |
+425,310
| New | +$10.7M | 3.72% | 10 |
|
Other funds holding BRO
VCM
VPM
