Steward Partners Investment Advisory’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 | $3.33M | Buy |
30,024
+1,442
| +5% | +$160K | 0.03% | 547 |
|
|
2025
Q1 | $3.56M | Sell |
28,582
-9,281
| -25% | -$1.15M | 0.03% | 484 |
|
|
2024
Q4 | $3.86M | Buy |
37,863
+26
| +0.1% | +$2.65K | 0.03% | 448 |
|
|
2024
Q3 | $3.92M | Sell |
37,837
-865
| -2% | -$89.6K | 0.04% | 433 |
|
|
2024
Q2 | $3.46M | Buy |
38,702
+7,516
| +24% | +$672K | 0.04% | 431 |
|
|
2024
Q1 | $2.73M | Buy |
31,186
+1,875
| +6% | +$164K | 0.03% | 486 |
|
|
2023
Q4 | $2.08M | Buy |
29,311
+2,406
| +9% | +$171K | 0.03% | 495 |
|
|
2023
Q3 | $1.88M | Sell |
26,905
-4,983
| -16% | -$348K | 0.03% | 487 |
|
|
2023
Q2 | $2.2M | Sell |
31,888
-11,789
| -27% | -$812K | 0.03% | 455 |
|
|
2023
Q1 | $2.51M | Sell |
43,677
-11,392
| -21% | -$654K | 0.04% | 411 |
|
|
2022
Q4 | $3.14M | Buy |
55,069
+3,621
| +7% | +$206K | 0.05% | 346 |
|
|
2022
Q3 | $3.11M | Sell |
51,448
-5,736
| -10% | -$347K | 0.06% | 325 |
|
|
2022
Q2 | $3.34M | Buy |
57,184
+16,204
| +40% | +$945K | 0.06% | 310 |
|
|
2022
Q1 | $2.96M | Buy |
40,980
+15,868
| +63% | +$1.15M | 0.05% | 374 |
|
|
2021
Q4 | $1.77M | Buy |
25,112
+189
| +0.8% | +$13.3K | 0.03% | 525 |
|
|
2021
Q3 | $1.38M | Buy |
24,923
+259
| +1% | +$14.4K | 0.02% | 552 |
|
|
2021
Q2 | $1.31M | Sell |
24,664
-3,783
| -13% | -$201K | 0.02% | 581 |
|
|
2021
Q1 | $1.3M | Buy |
28,447
+4,408
| +18% | +$201K | 0.02% | 553 |
|
|
2020
Q4 | $1.14M | Sell |
24,039
-779
| -3% | -$36.9K | 0.02% | 522 |
|
|
2020
Q3 | $1.12M | Buy |
24,818
+143
| +0.6% | +$6.48K | 0.03% | 453 |
|
|
2020
Q2 | $1.01M | Buy |
24,675
+1,099
| +5% | +$44.8K | 0.03% | 448 |
|
|
2020
Q1 | $853K | Buy |
23,576
+1,406
| +6% | +$50.9K | 0.03% | 419 |
|
|
2019
Q4 | $875K | Buy |
22,170
+183
| +0.8% | +$7.22K | 0.03% | 489 |
|
|
2019
Q3 | $792K | Sell |
21,987
-65
| -0.3% | -$2.34K | 0.03% | 468 |
|
|
2019
Q2 | $738K | Sell |
22,052
-57
| -0.3% | -$1.91K | 0.03% | 452 |
|
|
2019
Q1 | $652K | Buy |
22,109
+971
| +5% | +$28.6K | 0.03% | 450 |
|
|
2018
Q4 | $582K | Sell |
21,138
-280
| -1% | -$7.71K | 0.03% | 451 |
|
|
2018
Q3 | $633K | Buy |
21,418
+630
| +3% | +$18.6K | 0.03% | 452 |
|
|
2018
Q2 | $576K | Buy |
20,788
+205
| +1% | +$5.68K | 0.03% | 434 |
|
|
2018
Q1 | $523K | Buy |
20,583
+479
| +2% | +$12.2K | 0.04% | 417 |
|
|
2017
Q4 | $517K | Buy |
20,104
+542
| +3% | +$13.9K | 0.04% | 350 |
|
|
2017
Q3 | $471K | Buy |
19,562
+1,642
| +9% | +$39.5K | 0.05% | 306 |
|
|
2017
Q2 | $385K | Buy |
+17,920
| New | +$385K | 0.04% | 315 |
|