Shell Asset Management’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 | $10.7M | Sell |
96,166
-1,272
| -1% | -$141K | 0.37% | 42 |
|
|
2025
Q1 | $12.1M | Sell |
97,438
-3,876
| -4% | -$482K | 0.58% | 30 |
|
|
2024
Q4 | $10.3M | Sell |
101,314
-683
| -0.7% | -$69.7K | 0.45% | 36 |
|
|
2024
Q3 | $10.6M | Buy |
+101,997
| New | +$10.6M | 0.47% | 39 |
|
|
2024
Q1 | $9.3M | Sell |
104,029
-3,818
| -4% | -$341K | 0.42% | 42 |
|
|
2023
Q4 | $7.67M | Sell |
107,847
-19,700
| -15% | -$1.4M | 0.35% | 50 |
|
|
2023
Q3 | $8.91M | Buy |
127,547
+125,663
| +6,670% | +$8.78M | 0.37% | 51 |
|
|
2023
Q2 | $130K | Sell |
1,884
-2,076
| -52% | -$143K | 0.01% | 1058 |
|
|
2023
Q1 | $227K | Sell |
3,960
-14
| -0.4% | -$803 | 0.01% | 888 |
|
|
2022
Q4 | $226K | Sell |
3,974
-809
| -17% | -$46K | 0.01% | 910 |
|
|
2022
Q3 | $289K | Sell |
4,783
-1,257
| -21% | -$76K | 0.01% | 849 |
|
|
2022
Q2 | $352K | Buy |
6,040
+1,322
| +28% | +$77K | 0.01% | 898 |
|
|
2022
Q1 | $341K | Sell |
4,718
-698
| -13% | -$50.4K | 0.01% | 991 |
|
|
2021
Q4 | $381K | Buy |
5,416
+30
| +0.6% | +$2.11K | 0.01% | 1016 |
|
|
2021
Q3 | $299K | Sell |
5,386
-7,351
| -58% | -$408K | 0.01% | 1082 |
|
|
2021
Q2 | $677K | Sell |
12,737
-1,799
| -12% | -$95.6K | 0.01% | 760 |
|
|
2021
Q1 | $664K | Sell |
14,536
-43,853
| -75% | -$2M | 0.01% | 727 |
|
|
2020
Q4 | $2.77M | Sell |
58,389
-4,840
| -8% | -$229K | 0.06% | 326 |
|
|
2020
Q3 | $2.86M | Sell |
63,229
-11,366
| -15% | -$514K | 0.07% | 276 |
|
|
2020
Q2 | $3.04M | Buy |
74,595
+45,979
| +161% | +$1.87M | 0.08% | 252 |
|
|
2020
Q1 | $1.04M | Sell |
28,616
-339
| -1% | -$12.3K | 0.03% | 419 |
|
|
2019
Q4 | $1.14M | Buy |
28,955
+5,803
| +25% | +$229K | 0.02% | 497 |
|
|
2019
Q3 | $835K | Sell |
23,152
-199
| -0.9% | -$7.18K | 0.02% | 623 |
|
|
2019
Q2 | $782K | Buy |
+23,351
| New | +$782K | 0.02% | 671 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 829 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 832 |
|