Tandem Investment Advisors’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 | $90.5M | Buy |
816,177
+51,468
| +7% | +$5.71M | 3.17% | 15 |
|
|
2025
Q1 | $95.1M | Buy |
764,709
+18,677
| +3% | +$2.32M | 3.32% | 14 |
|
|
2024
Q4 | $76.1M | Buy |
746,032
+68,577
| +10% | +$7M | 2.88% | 18 |
|
|
2024
Q3 | $70.2M | Sell |
677,455
-13,861
| -2% | -$1.44M | 2.66% | 21 |
|
|
2024
Q2 | $61.8M | Sell |
691,316
-3,486
| -0.5% | -$312K | 2.46% | 21 |
|
|
2024
Q1 | $60.8M | Sell |
694,802
-22,412
| -3% | -$1.96M | 2.36% | 23 |
|
|
2023
Q4 | $51M | Buy |
717,214
+17,113
| +2% | +$1.22M | 2.04% | 29 |
|
|
2023
Q3 | $48.9M | Buy |
700,101
+14,689
| +2% | +$1.03M | 2.06% | 26 |
|
|
2023
Q2 | $47.2M | Sell |
685,412
-11,598
| -2% | -$798K | 2.07% | 26 |
|
|
2023
Q1 | $40M | Buy |
697,010
+48,000
| +7% | +$2.76M | 1.92% | 27 |
|
|
2022
Q4 | $37M | Buy |
649,010
+39,189
| +6% | +$2.23M | 1.91% | 25 |
|
|
2022
Q3 | $36.9M | Sell |
609,821
-112,743
| -16% | -$6.82M | 2.1% | 23 |
|
|
2022
Q2 | $42.2M | Buy |
722,564
+65,170
| +10% | +$3.8M | 2.48% | 20 |
|
|
2022
Q1 | $47.5M | Buy |
657,394
+36,815
| +6% | +$2.66M | 2.91% | 19 |
|
|
2021
Q4 | $43.6M | Buy |
620,579
+16,874
| +3% | +$1.19M | 2.84% | 21 |
|
|
2021
Q3 | $33.5M | Buy |
603,705
+84,355
| +16% | +$4.68M | 2.74% | 21 |
|
|
2021
Q2 | $27.6M | Sell |
519,350
-5,470
| -1% | -$291K | 2.36% | 21 |
|
|
2021
Q1 | $24M | Buy |
524,820
+57,627
| +12% | +$2.63M | 2.3% | 22 |
|
|
2020
Q4 | $22.2M | Buy |
467,193
+34,577
| +8% | +$1.64M | 2.38% | 21 |
|
|
2020
Q3 | $19.6M | Buy |
432,616
+29,127
| +7% | +$1.32M | 2.4% | 23 |
|
|
2020
Q2 | $16.4M | Buy |
403,489
+30,245
| +8% | +$1.23M | 2.22% | 23 |
|
|
2020
Q1 | $13.5M | Sell |
373,244
-34,672
| -8% | -$1.26M | 2.01% | 28 |
|
|
2019
Q4 | $16.1M | Sell |
407,916
-107,675
| -21% | -$4.25M | 2.7% | 18 |
|
|
2019
Q3 | $18.6M | Sell |
515,591
-114,108
| -18% | -$4.11M | 3.37% | 14 |
|
|
2019
Q2 | $21.1M | Buy |
629,699
+11,890
| +2% | +$398K | 4% | 5 |
|
|
2019
Q1 | $18.2M | Buy |
617,809
+68,777
| +13% | +$2.03M | 4.02% | 4 |
|
|
2018
Q4 | $15.1M | Buy |
549,032
+63,892
| +13% | +$1.76M | 3.93% | 4 |
|
|
2018
Q3 | $14.3M | Buy |
485,140
+19,819
| +4% | +$586K | 3.93% | 7 |
|
|
2018
Q2 | $12.9M | Buy |
465,321
+3,493
| +0.8% | +$96.9K | 3.94% | 6 |
|
|
2018
Q1 | $11.7M | Buy |
461,828
+23,898
| +5% | +$608K | 3.83% | 5 |
|
|
2017
Q4 | $11.3M | Sell |
437,930
-7,060
| -2% | -$182K | 3.86% | 5 |
|
|
2017
Q3 | $10.7M | Sell |
444,990
-15,120
| -3% | -$364K | 4.03% | 6 |
|
|
2017
Q2 | $9.91M | Buy |
460,110
+49,152
| +12% | +$1.06M | 3.93% | 6 |
|
|
2017
Q1 | $8.57M | Buy |
410,958
+37,358
| +10% | +$779K | 3.8% | 8 |
|
|
2016
Q4 | $8.38M | Buy |
+373,600
| New | +$8.38M | 4.04% | 5 |
|