Stifel Financial’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 | $23.3M | Buy |
357,354
+60,221
| +20% | +$4.34M | 0.02% | 574 |
|
|
2025
Q4 | $23.7M | Sell |
297,133
-11,382
| -4% | -$950K | 0.02% | 574 |
|
|
2025
Q3 | $28.9M | Sell |
308,515
-80,145
| -21% | -$7.81M | 0.03% | 512 |
|
|
2025
Q2 | $43.1M | Buy |
388,660
+31,011
| +9% | +$3.48M | 0.04% | 376 |
|
|
2025
Q1 | $44.5M | Sell |
357,649
-15,368
| -4% | -$1.72M | 0.05% | 349 |
|
|
2024
Q4 | $38.1M | Buy |
373,017
+5,677
| +2% | +$606K | 0.04% | 382 |
|
|
2024
Q3 | $38.1M | Buy |
367,340
+1,712
| +0.5% | +$170K | 0.04% | 384 |
|
|
2024
Q2 | $32.7M | Buy |
365,628
+25,853
| +8% | +$2.24M | 0.04% | 396 |
|
|
2024
Q1 | $29.7M | Sell |
339,775
-8,685
| -2% | -$698K | 0.03% | 423 |
|
|
2023
Q4 | $24.8M | Sell |
348,460
-4,225
| -1% | -$302K | 0.03% | 434 |
|
|
2023
Q3 | $24.6M | Buy |
352,685
+5,936
| +2% | +$423K | 0.03% | 417 |
|
|
2023
Q2 | $23.9M | Buy |
346,749
+8,495
| +3% | +$540K | 0.03% | 418 |
|
|
2023
Q1 | $19.4M | Buy |
338,254
+7,784
| +2% | +$447K | 0.03% | 468 |
|
|
2022
Q4 | $18.8M | Sell |
330,470
-12,168
| -4% | -$712K | 0.03% | 464 |
|
|
2022
Q3 | $20.7M | Buy |
342,638
+1,171
| +0.3% | +$73.7K | 0.03% | 416 |
|
|
2022
Q2 | $19.9M | Sell |
341,467
-12,091
| -3% | -$742K | 0.03% | 451 |
|
|
2022
Q1 | $25.6M | Buy |
353,558
+52,008
| +17% | +$3.49M | 0.03% | 427 |
|
|
2021
Q4 | $21.2M | Buy |
301,550
+18,441
| +7% | +$1.19M | 0.03% | 491 |
|
|
2021
Q3 | $15.7M | Buy |
283,109
+96,909
| +52% | +$5.4M | 0.02% | 550 |
|
|
2021
Q2 | $9.89M | Buy |
186,200
+2,072
| +1% | +$107K | 0.01% | 710 |
|
|
2021
Q1 | $8.42M | Buy |
184,128
+2,059
| +1% | +$94.5K | 0.01% | 726 |
|
|
2020
Q4 | $8.63M | Buy |
182,069
+4,520
| +3% | +$208K | 0.02% | 638 |
|
|
2020
Q3 | $8.04M | Sell |
177,549
-13,448
| -7% | -$600K | 0.02% | 599 |
|
|
2020
Q2 | $7.79M | Buy |
190,997
+4,006
| +2% | +$155K | 0.02% | 574 |
|
|
2020
Q1 | $6.77M | Sell |
186,991
-29,135
| -13% | -$1.23M | 0.02% | 560 |
|
|
2019
Q4 | $8.54M | Buy |
216,126
+2,462
| +1% | +$92.5K | 0.02% | 669 |
|
|
2019
Q3 | $7.7M | Sell |
213,664
-11,095
| -5% | -$397K | 0.02% | 655 |
|
|
2019
Q2 | $7.51M | Sell |
224,759
-6,613
| -3% | -$210K | 0.02% | 684 |
|
|
2019
Q1 | $6.82M | Buy |
231,372
+5,415
| +2% | +$155K | 0.02% | 676 |
|
|
2018
Q4 | $6.23M | Buy |
225,957
+22,826
| +11% | +$645K | 0.02% | 675 |
|
|
2018
Q3 | $6M | Buy |
203,131
+1,014
| +0.5% | +$30.1K | 0.02% | 758 |
|
|
2018
Q2 | $5.59M | Buy |
202,117
+2,051
| +1% | +$55.8K | 0.02% | 762 |
|
|
2018
Q1 | $5.09M | Buy |
200,066
+14,774
| +8% | +$386K | 0.02% | 783 |
|
|
2017
Q4 | $4.76M | Sell |
185,292
-20
| -0% | -$502 | 0.02% | 779 |
|
|
2017
Q3 | $4.46M | Sell |
185,312
-3,378
| -2% | -$75.8K | 0.02% | 788 |
|
|
2017
Q2 | $4.07M | Buy |
188,690
+28
| +0% | +$600 | 0.02% | 798 |
|
|
2017
Q1 | $3.95M | Buy |
188,662
+20,016
| +12% | +$433K | 0.02% | 803 |
|
|
2016
Q4 | $3.77M | Sell |
168,646
-11,834
| -7% | -$241K | 0.02% | 761 |
|
|
2016
Q3 | $3.4M | Sell |
180,480
-36,884
| -17% | -$682K | 0.02% | 784 |
|
|
2016
Q2 | $4.07M | Buy |
217,364
+11,196
| +5% | +$199K | 0.02% | 692 |
|
|
2016
Q1 | $3.69M | Sell |
206,168
-16,066
| -7% | -$258K | 0.02% | 663 |
|
|
2015
Q4 | $3.57M | Sell |
222,234
-100
| -0% | -$1.6K | 0.02% | 712 |
|
|
2015
Q3 | $3.44M | Sell |
222,334
-1,040
| -0.5% | -$17.1K | 0.02% | 677 |
|
|
2015
Q2 | $3.67M | Sell |
223,374
-97,196
| -30% | -$1.59M | 0.02% | 708 |
|
|
2015
Q1 | $5.31M | Sell |
320,570
-5,664
| -2% | -$91.4K | 0.03% | 601 |
|
|
2014
Q4 | $5.37M | Buy |
326,234
+212,844
| +188% | +$3.42M | 0.03% | 576 |
|
|
2014
Q3 | $1.82M | Sell |
113,390
-335,802
| -75% | -$5.32M | 0.02% | 801 |
|
|
2014
Q2 | $6.9M | Buy |
449,192
+31,470
| +8% | +$473K | 0.06% | 374 |
|
|
2014
Q1 | $6.42M | Buy |
+417,722
| New | +$6.42M | 0.06% | 371 |
|
Other funds holding BRO
VCM
VPM
