Sumitomo Mitsui Trust Group’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 | $46.4M | Sell |
710,890
-122,155
| -15% | -$8.81M | 0.03% | 460 |
|
|
2025
Q4 | $66.4M | Buy |
833,045
+12,155
| +1% | +$1.01M | 0.04% | 383 |
|
|
2025
Q3 | $77M | Buy |
820,890
+59,997
| +8% | +$5.85M | 0.04% | 356 |
|
|
2025
Q2 | $84.4M | Buy |
760,893
+178,082
| +31% | +$20M | 0.05% | 328 |
|
|
2025
Q1 | $72.5M | Buy |
582,811
+5,106
| +0.9% | +$571K | 0.05% | 345 |
|
|
2024
Q4 | $58.9M | Buy |
577,705
+5,790
| +1% | +$618K | 0.04% | 412 |
|
|
2024
Q3 | $59.3M | Sell |
571,915
-8,209
| -1% | -$816K | 0.04% | 404 |
|
|
2024
Q2 | $51.9M | Sell |
580,124
-47,884
| -8% | -$4.16M | 0.04% | 412 |
|
|
2024
Q1 | $55M | Sell |
628,008
-29,276
| -4% | -$2.35M | 0.04% | 459 |
|
|
2023
Q4 | $46.7M | Buy |
657,284
+18,557
| +3% | +$1.33M | 0.03% | 490 |
|
|
2023
Q3 | $44.6M | Sell |
638,727
-1,725
| -0.3% | -$123K | 0.04% | 483 |
|
|
2023
Q2 | $44.1M | Sell |
640,452
-88,348
| -12% | -$5.62M | 0.03% | 509 |
|
|
2023
Q1 | $41.8M | Buy |
728,800
+11,080
| +2% | +$637K | 0.03% | 549 |
|
|
2022
Q4 | $40.9M | Buy |
717,720
+5,030
| +0.7% | +$294K | 0.03% | 552 |
|
|
2022
Q3 | $43.1M | Buy |
712,690
+6,712
| +1% | +$422K | 0.04% | 523 |
|
|
2022
Q2 | $41.2M | Buy |
705,978
+7,273
| +1% | +$446K | 0.03% | 567 |
|
|
2022
Q1 | $50.5M | Sell |
698,705
-168,006
| -19% | -$11.3M | 0.03% | 532 |
|
|
2021
Q4 | $60.9M | Buy |
866,711
+159,875
| +23% | +$10.3M | 0.04% | 483 |
|
|
2021
Q3 | $39.2M | Sell |
706,836
-38,238
| -5% | -$2.13M | 0.02% | 604 |
|
|
2021
Q2 | $39.6M | Sell |
745,074
-44,272
| -6% | -$2.28M | 0.02% | 611 |
|
|
2021
Q1 | $36.1M | Sell |
789,346
-24,526
| -3% | -$1.13M | 0.02% | 623 |
|
|
2020
Q4 | $38.6M | Sell |
813,872
-98,590
| -11% | -$4.54M | 0.02% | 599 |
|
|
2020
Q3 | $41.3M | Sell |
912,462
-133,753
| -13% | -$5.97M | 0.03% | 542 |
|
|
2020
Q2 | $42.6M | Sell |
1,046,215
-440,902
| -30% | -$17M | 0.03% | 538 |
|
|
2020
Q1 | $53.9M | Buy |
1,487,117
+647,903
| +77% | +$27.4M | 0.05% | 420 |
|
|
2019
Q4 | $33.1M | Buy |
+839,214
| New | +$31.5M | 0.03% | 589 |
|
Other funds holding BRO
VCM
VPM
