SMDAM
Sumitomo Mitsui DS Asset Management’s Brown & Brown BRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Buy |
31,570
+1,479
| +5% | +$164K | 0.03% | 378 |
|
|
2025
Q1 | $3.74M | Buy |
30,091
+4,371
| +17% | +$544K | 0.04% | 350 |
|
|
2024
Q4 | $2.62M | Buy |
25,720
+666
| +3% | +$67.9K | 0.03% | 427 |
|
|
2024
Q3 | $2.6M | Buy |
25,054
+2,454
| +11% | +$254K | 0.03% | 417 |
|
|
2024
Q2 | $2.02M | Buy |
22,600
+286
| +1% | +$25.6K | 0.02% | 445 |
|
|
2024
Q1 | $1.95M | Buy |
22,314
+447
| +2% | +$39.1K | 0.02% | 449 |
|
|
2023
Q4 | $1.55M | Hold |
21,867
| – | – | 0.02% | 510 |
|
|
2023
Q3 | $1.53M | Buy |
21,867
+199
| +0.9% | +$13.9K | 0.02% | 467 |
|
|
2023
Q2 | $1.49M | Buy |
21,668
+117
| +0.5% | +$8.05K | 0.02% | 468 |
|
|
2023
Q1 | $1.24M | Buy |
21,551
+4,526
| +27% | +$260K | 0.02% | 497 |
|
|
2022
Q4 | $970K | Hold |
17,025
| – | – | 0.02% | 532 |
|
|
2022
Q3 | $1.03M | Buy |
17,025
+331
| +2% | +$20K | 0.02% | 486 |
|
|
2022
Q2 | $974K | Sell |
16,694
-716
| -4% | -$41.8K | 0.02% | 494 |
|
|
2022
Q1 | $1.26M | Sell |
17,410
-3,582
| -17% | -$259K | 0.03% | 462 |
|
|
2021
Q4 | $1.48M | Buy |
20,992
+3,525
| +20% | +$248K | 0.03% | 433 |
|
|
2021
Q3 | $968K | Buy |
17,467
+1,506
| +9% | +$83.5K | 0.02% | 510 |
|
|
2021
Q2 | $848K | Sell |
15,961
-3,410
| -18% | -$181K | 0.02% | 545 |
|
|
2021
Q1 | $885K | Sell |
19,371
-21
| -0.1% | -$959 | 0.02% | 516 |
|
|
2020
Q4 | $919K | Sell |
19,392
-221
| -1% | -$10.5K | 0.03% | 481 |
|
|
2020
Q3 | $887K | Buy |
19,613
+2,738
| +16% | +$124K | 0.03% | 446 |
|
|
2020
Q2 | $687K | Buy |
16,875
+4,374
| +35% | +$178K | 0.02% | 495 |
|
|
2020
Q1 | $452K | Sell |
12,501
-3,060
| -20% | -$111K | 0.02% | 520 |
|
|
2019
Q4 | $614K | Buy |
+15,561
| New | +$614K | 0.02% | 556 |
|