Principal Financial Group’s Brown & Brown BRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51B | Buy |
13,594,961
+654,915
| +5% | +$72.6M | 0.8% | 22 |
|
|
2025
Q1 | $1.61B | Buy |
12,940,046
+38,078
| +0.3% | +$4.74M | 0.9% | 17 |
|
|
2024
Q4 | $1.32B | Buy |
12,901,968
+94,121
| +0.7% | +$9.6M | 0.72% | 27 |
|
|
2024
Q3 | $1.33B | Buy |
12,807,847
+2,868
| +0% | +$297K | 0.72% | 26 |
|
|
2024
Q2 | $1.14B | Buy |
12,804,979
+86,824
| +0.7% | +$7.76M | 0.68% | 25 |
|
|
2024
Q1 | $1.11B | Buy |
12,718,155
+392,250
| +3% | +$34.3M | 0.65% | 27 |
|
|
2023
Q4 | $876M | Buy |
12,325,905
+294,143
| +2% | +$20.9M | 0.56% | 32 |
|
|
2023
Q3 | $840M | Buy |
12,031,762
+6,737
| +0.1% | +$471K | 0.6% | 29 |
|
|
2023
Q2 | $828M | Buy |
12,025,025
+274,289
| +2% | +$18.9M | 0.57% | 32 |
|
|
2023
Q1 | $675M | Buy |
11,750,736
+528,096
| +5% | +$30.3M | 0.48% | 44 |
|
|
2022
Q4 | $639M | Buy |
11,222,640
+1,091,719
| +11% | +$62.2M | 0.48% | 44 |
|
|
2022
Q3 | $613M | Buy |
10,130,921
+551,488
| +6% | +$33.4M | 0.49% | 43 |
|
|
2022
Q2 | $559M | Buy |
9,579,433
+725,167
| +8% | +$42.3M | 0.41% | 56 |
|
|
2022
Q1 | $640M | Buy |
8,854,266
+723,275
| +9% | +$52.3M | 0.4% | 53 |
|
|
2021
Q4 | $567M | Buy |
8,130,991
+102,269
| +1% | +$7.13M | 0.34% | 69 |
|
|
2021
Q3 | $445M | Sell |
8,028,722
-696,108
| -8% | -$38.6M | 0.29% | 85 |
|
|
2021
Q2 | $464M | Sell |
8,724,830
-66,238
| -0.8% | -$3.52M | 0.3% | 81 |
|
|
2021
Q1 | $402M | Sell |
8,791,068
-58,502
| -0.7% | -$2.67M | 0.28% | 94 |
|
|
2020
Q4 | $420M | Sell |
8,849,570
-107,192
| -1% | -$5.08M | 0.31% | 86 |
|
|
2020
Q3 | $405M | Sell |
8,956,762
-121,778
| -1% | -$5.51M | 0.34% | 77 |
|
|
2020
Q2 | $370M | Sell |
9,078,540
-100,369
| -1% | -$4.09M | 0.33% | 77 |
|
|
2020
Q1 | $332M | Sell |
9,178,909
-539,933
| -6% | -$19.6M | 0.37% | 67 |
|
|
2019
Q4 | $384M | Sell |
9,718,842
-10,235
| -0.1% | -$404K | 0.32% | 76 |
|
|
2019
Q3 | $351M | Sell |
9,729,077
-50,640
| -0.5% | -$1.83M | 0.31% | 79 |
|
|
2019
Q2 | $328M | Sell |
9,779,717
-84,887
| -0.9% | -$2.84M | 0.29% | 88 |
|
|
2019
Q1 | $291M | Sell |
9,864,604
-28,809
| -0.3% | -$850K | 0.27% | 94 |
|
|
2018
Q4 | $273M | Sell |
9,893,413
-270,310
| -3% | -$7.45M | 0.29% | 82 |
|
|
2018
Q3 | $301M | Buy |
10,163,723
+885,893
| +10% | +$26.2M | 0.26% | 86 |
|
|
2018
Q2 | $257M | Buy |
9,277,830
+1,781,931
| +24% | +$49.4M | 0.24% | 95 |
|
|
2018
Q1 | $191M | Buy |
7,495,899
+3,702,365
| +98% | +$94.2M | 0.18% | 132 |
|
|
2017
Q4 | $195M | Sell |
3,793,534
-57,146
| -1% | -$2.94M | 0.18% | 131 |
|
|
2017
Q3 | $186M | Sell |
3,850,680
-23,532
| -0.6% | -$1.13M | 0.18% | 138 |
|
|
2017
Q2 | $167M | Buy |
3,874,212
+6,704
| +0.2% | +$289K | 0.17% | 152 |
|
|
2017
Q1 | $161M | Sell |
3,867,508
-13,586
| -0.4% | -$567K | 0.19% | 123 |
|
|
2016
Q4 | $174M | Sell |
3,881,094
-30,476
| -0.8% | -$1.37M | 0.22% | 110 |
|
|
2016
Q3 | $148M | Sell |
3,911,570
-1,148,304
| -23% | -$43.3M | 0.19% | 121 |
|
|
2016
Q2 | $190M | Sell |
5,059,874
-210,300
| -4% | -$7.88M | 0.26% | 98 |
|
|
2016
Q1 | $189M | Sell |
5,270,174
-26,419
| -0.5% | -$946K | 0.27% | 94 |
|
|
2015
Q4 | $170M | Sell |
5,296,593
-41,246
| -0.8% | -$1.32M | 0.25% | 103 |
|
|
2015
Q3 | $165M | Buy |
5,337,839
+188,396
| +4% | +$5.83M | 0.26% | 104 |
|
|
2015
Q2 | $169M | Buy |
5,149,443
+43,364
| +0.8% | +$1.42M | 0.25% | 111 |
|
|
2015
Q1 | $169M | Buy |
5,106,079
+140,234
| +3% | +$4.64M | 0.25% | 114 |
|
|
2014
Q4 | $163M | Sell |
4,965,845
-285,384
| -5% | -$9.39M | 0.25% | 110 |
|
|
2014
Q3 | $169M | Buy |
5,251,229
+140,369
| +3% | +$4.51M | 0.29% | 85 |
|
|
2014
Q2 | $157M | Sell |
5,110,860
-66,149
| -1% | -$2.03M | 0.26% | 89 |
|
|
2014
Q1 | $159M | Buy |
5,177,009
+126,782
| +3% | +$3.9M | 0.28% | 73 |
|
|
2013
Q4 | $159M | Buy |
5,050,227
+159,633
| +3% | +$5.01M | 0.3% | 73 |
|
|
2013
Q3 | $157M | Buy |
4,890,594
+342,475
| +8% | +$11M | 0.32% | 63 |
|
|
2013
Q2 | $147M | Buy |
+4,548,119
| New | +$147M | 0.32% | 60 |
|