Schroder Investment Management Group’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 | $1.94M | Sell |
17,454
-613
| -3% | -$68K | ﹤0.01% | 916 |
|
|
2025
Q1 | $2.22M | Sell |
18,067
-529
| -3% | -$65K | ﹤0.01% | 894 |
|
|
2024
Q4 | $1.9M | Buy |
18,596
+515
| +3% | +$52.5K | ﹤0.01% | 934 |
|
|
2024
Q3 | $1.86M | Sell |
18,081
-5,334
| -23% | -$548K | ﹤0.01% | 951 |
|
|
2024
Q2 | $2.09M | Sell |
23,415
-65,330
| -74% | -$5.84M | ﹤0.01% | 923 |
|
|
2024
Q1 | $7.77M | Buy |
88,745
+6,063
| +7% | +$531K | 0.01% | 700 |
|
|
2023
Q4 | $5.88M | Buy |
82,682
+25,895
| +46% | +$1.84M | 0.01% | 734 |
|
|
2023
Q3 | $3.97M | Sell |
56,787
-23,595
| -29% | -$1.65M | 0.01% | 793 |
|
|
2023
Q2 | $5.53M | Sell |
80,382
-43,721
| -35% | -$3.01M | 0.01% | 767 |
|
|
2023
Q1 | $7.13M | Sell |
124,103
-11,057
| -8% | -$635K | 0.01% | 700 |
|
|
2022
Q4 | $7.7M | Sell |
135,160
-74,225
| -35% | -$4.23M | 0.01% | 684 |
|
|
2022
Q3 | $12.7M | Sell |
209,385
-106,254
| -34% | -$6.43M | 0.02% | 553 |
|
|
2022
Q2 | $18.3M | Sell |
315,639
-51,308
| -14% | -$2.98M | 0.03% | 487 |
|
|
2022
Q1 | $26.7M | Buy |
366,947
+303,178
| +475% | +$22M | 0.04% | 424 |
|
|
2021
Q4 | $4.48M | Sell |
63,769
-196,385
| -75% | -$13.8M | 0.01% | 783 |
|
|
2021
Q3 | $14.4M | Sell |
260,154
-113,915
| -30% | -$6.32M | 0.02% | 549 |
|
|
2021
Q2 | $19.9M | Buy |
374,069
+130,390
| +54% | +$6.93M | 0.02% | 524 |
|
|
2021
Q1 | $11.1M | Sell |
243,679
-1,320,733
| -84% | -$60.4M | 0.01% | 641 |
|
|
2020
Q4 | $74.2M | Sell |
1,564,412
-19,112
| -1% | -$906K | 0.1% | 179 |
|
|
2020
Q3 | $71.8M | Sell |
1,583,524
-157,264
| -9% | -$7.13M | 0.11% | 160 |
|
|
2020
Q2 | $71M | Sell |
1,740,788
-214,232
| -11% | -$8.73M | 0.13% | 156 |
|
|
2020
Q1 | $70.3M | Sell |
1,955,020
-378,595
| -16% | -$13.6M | 0.15% | 145 |
|
|
2019
Q4 | $92.1M | Buy |
2,333,615
+119,840
| +5% | +$4.73M | 0.15% | 148 |
|
|
2019
Q3 | $79.2M | Sell |
2,213,775
-564,728
| -20% | -$20.2M | 0.14% | 159 |
|
|
2019
Q2 | $93.1M | Sell |
2,778,503
-726,934
| -21% | -$24.4M | 0.17% | 136 |
|
|
2019
Q1 | $103M | Buy |
3,505,437
+608,825
| +21% | +$18M | 0.18% | 118 |
|
|
2018
Q4 | $79.8K | Sell |
2,896,612
-23,836
| -0.8% | -$657 | 0.14% | 136 |
|
|
2018
Q3 | $86.4M | Buy |
2,920,448
+23,482
| +0.8% | +$694K | 0.15% | 168 |
|
|
2018
Q2 | $79.9M | Sell |
2,896,966
-184,087
| -6% | -$5.08M | 0.14% | 181 |
|
|
2018
Q1 | $78.4M | Sell |
3,081,053
-66,881
| -2% | -$1.7M | 0.14% | 197 |
|
|
2017
Q4 | $81M | Buy |
3,147,934
+128,282
| +4% | +$3.3M | 0.13% | 205 |
|
|
2017
Q3 | $72.9M | Buy |
3,019,652
+212,154
| +8% | +$5.12M | 0.13% | 206 |
|
|
2017
Q2 | $61.2M | Buy |
2,807,498
+133,466
| +5% | +$2.91M | 0.11% | 240 |
|
|
2017
Q1 | $56.2M | Sell |
2,674,032
-163,440
| -6% | -$3.44M | 0.1% | 253 |
|
|
2016
Q4 | $63.6M | Buy |
2,837,472
+1,004,520
| +55% | +$22.5M | 0.12% | 225 |
|
|
2016
Q3 | $34.6M | Sell |
1,832,952
-255,600
| -12% | -$4.82M | 0.06% | 343 |
|
|
2016
Q2 | $39.1M | Sell |
2,088,552
-312,600
| -13% | -$5.86M | 0.08% | 323 |
|
|
2016
Q1 | $42.8M | Sell |
2,401,152
-361,400
| -13% | -$6.44M | 0.09% | 277 |
|
|
2015
Q4 | $44.3M | Sell |
2,762,552
-1,034,400
| -27% | -$16.6M | 0.09% | 270 |
|
|
2015
Q3 | $58.8M | Buy |
3,796,952
+120,200
| +3% | +$1.86M | 0.12% | 207 |
|
|
2015
Q2 | $60.2M | Buy |
3,676,752
+389,000
| +12% | +$6.37M | 0.12% | 227 |
|
|
2015
Q1 | $53.9M | Sell |
3,287,752
-151,200
| -4% | -$2.48M | 0.11% | 251 |
|
|
2014
Q4 | $56.6M | Buy |
3,438,952
+150,800
| +5% | +$2.48M | 0.11% | 231 |
|
|
2014
Q3 | $52.9M | Sell |
3,288,152
-64,200
| -2% | -$1.03M | 0.07% | 259 |
|
|
2014
Q2 | $51.5M | Buy |
3,352,352
+1,372,800
| +69% | +$21.1M | 0.06% | 267 |
|
|
2014
Q1 | $30.4M | Buy |
1,979,552
+101,400
| +5% | +$1.56M | 0.03% | 384 |
|
|
2013
Q4 | $29.5M | Sell |
1,878,152
-71,200
| -4% | -$1.12M | 0.04% | 373 |
|
|
2013
Q3 | $31.3M | Buy |
1,949,352
+26,000
| +1% | +$417K | 0.08% | 320 |
|
|
2013
Q2 | $31M | Buy |
+1,923,352
| New | +$31M | 0.08% | 293 |
|