SEI Investments’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 | $24.6M | Sell |
376,761
-194,225
| -34% | -$14M | 0.02% | 701 |
|
|
2025
Q4 | $45.5M | Buy |
570,986
+76,528
| +15% | +$6.39M | 0.04% | 421 |
|
|
2025
Q3 | $46.4M | Sell |
494,458
-137,351
| -22% | -$13.4M | 0.05% | 382 |
|
|
2025
Q2 | $70M | Buy |
631,809
+28,327
| +5% | +$3.18M | 0.08% | 261 |
|
|
2025
Q1 | $75.1M | Buy |
603,482
+228,555
| +61% | +$25.5M | 0.1% | 232 |
|
|
2024
Q4 | $38.3M | Buy |
374,927
+44,919
| +14% | +$4.8M | 0.05% | 403 |
|
|
2024
Q3 | $34.2M | Buy |
330,008
+45,514
| +16% | +$4.53M | 0.04% | 439 |
|
|
2024
Q2 | $25.4M | Buy |
284,494
+8,404
| +3% | +$730K | 0.04% | 498 |
|
|
2024
Q1 | $24.2M | Buy |
276,090
+31,071
| +13% | +$2.5M | 0.04% | 523 |
|
|
2023
Q4 | $17.4M | Buy |
245,019
+53,632
| +28% | +$3.83M | 0.03% | 630 |
|
|
2023
Q3 | $13.4M | Sell |
191,387
-42,468
| -18% | -$3.03M | 0.02% | 698 |
|
|
2023
Q2 | $16.1M | Sell |
233,855
-725
| -0.3% | -$46.1K | 0.03% | 649 |
|
|
2023
Q1 | $13.5M | Buy |
234,580
+193,332
| +469% | +$11.1M | 0.03% | 694 |
|
|
2022
Q4 | $2.35M | Sell |
41,248
-156,297
| -79% | -$9.14M | 0.01% | 1417 |
|
|
2022
Q3 | $11.9M | Buy |
197,545
+23,051
| +13% | +$1.45M | 0.03% | 687 |
|
|
2022
Q2 | $10.2M | Buy |
174,494
+131,085
| +302% | +$8.05M | 0.02% | 767 |
|
|
2022
Q1 | $3.13M | Buy |
43,409
+37,278
| +608% | +$2.5M | 0.01% | 1343 |
|
|
2021
Q4 | $431K | Buy |
+6,131
| New | +$395K | ﹤0.01% | 2182 |
|
|
2021
Q2 | – | Sell |
-15,609
| Closed | -$713K | – | 2550 |
|
|
2021
Q1 | $713K | Sell |
15,609
-34,220
| -69% | -$1.57M | ﹤0.01% | 1882 |
|
|
2020
Q4 | $2.36M | Sell |
49,829
-22,372
| -31% | -$1.03M | 0.01% | 1308 |
|
|
2020
Q3 | $3.3M | Sell |
72,201
-32,340
| -31% | -$1.44M | 0.01% | 1063 |
|
|
2020
Q2 | $4.26M | Sell |
104,541
-2,199
| -2% | -$84.8K | 0.01% | 936 |
|
|
2020
Q1 | $3.87M | Buy |
106,740
+37,557
| +54% | +$1.59M | 0.01% | 871 |
|
|
2019
Q4 | $2.73M | Sell |
69,183
-5,681
| -8% | -$213K | 0.01% | 1196 |
|
|
2019
Q3 | $2.7M | Buy |
74,864
+555
| +0.7% | +$19.9K | 0.01% | 1201 |
|
|
2019
Q2 | $2.49M | Sell |
74,309
-22,579
| -23% | -$716K | 0.01% | 1236 |
|
|
2019
Q1 | $2.76M | Sell |
96,888
-21,285
| -18% | -$608K | 0.01% | 1176 |
|
|
2018
Q4 | $3.38M | Buy |
118,173
+3,041
| +3% | +$86K | 0.01% | 1088 |
|
|
2018
Q3 | $3.33M | Buy |
115,132
+13,466
| +13% | +$400K | 0.01% | 1068 |
|
|
2018
Q2 | $2.82M | Buy |
101,666
+7,240
| +8% | +$197K | 0.01% | 1186 |
|
|
2018
Q1 | $2.4M | Buy |
94,426
+17,742
| +23% | +$464K | 0.01% | 1143 |
|
|
2017
Q4 | $1.97M | Buy |
76,684
+39,688
| +107% | +$997K | 0.01% | 1288 |
|
|
2017
Q3 | $892K | Sell |
36,996
-13,222
| -26% | -$297K | ﹤0.01% | 1485 |
|
|
2017
Q2 | $1.08M | Sell |
50,218
-11,494
| -19% | -$246K | ﹤0.01% | 1411 |
|
|
2017
Q1 | $1.29M | Sell |
61,712
-4,198
| -6% | -$90.8K | 0.01% | 1312 |
|
|
2016
Q4 | $1.48M | Buy |
65,910
+23,608
| +56% | +$480K | 0.01% | 1252 |
|
|
2016
Q3 | $798K | Sell |
42,302
-2,908
| -6% | -$53.8K | ﹤0.01% | 1328 |
|
|
2016
Q2 | $847K | Sell |
45,210
-40
| -0.1% | -$711 | 0.01% | 1212 |
|
|
2016
Q1 | $810K | Buy |
45,250
+4,552
| +11% | +$73.1K | 0.01% | 1192 |
|
|
2015
Q4 | $653K | Buy |
40,698
+25,718
| +172% | +$411K | ﹤0.01% | 1296 |
|
|
2015
Q3 | $232K | Sell |
14,980
-1,026
| -6% | -$16.8K | ﹤0.01% | 1568 |
|
|
2015
Q2 | $263K | Buy |
16,006
+936
| +6% | +$15.3K | ﹤0.01% | 1334 |
|
|
2015
Q1 | $250K | Buy |
15,070
+2,842
| +23% | +$45.9K | ﹤0.01% | 1348 |
|
|
2014
Q4 | $202K | Buy |
+12,228
| New | +$196K | ﹤0.01% | 1408 |
|
Other funds holding BRO
VCM
VPM
