UBS Group’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 | $98.9M | Sell |
892,199
-352,054
| -28% | -$39M | 0.02% | 790 |
|
|
2025
Q1 | $155M | Sell |
1,244,253
-152,856
| -11% | -$19M | 0.03% | 530 |
|
|
2024
Q4 | $143M | Buy |
1,397,109
+662,485
| +90% | +$67.6M | 0.03% | 548 |
|
|
2024
Q3 | $76.1M | Buy |
734,624
+87,500
| +14% | +$9.07M | 0.02% | 641 |
|
|
2024
Q2 | $57.9M | Sell |
647,124
-33,032
| -5% | -$2.95M | 0.01% | 697 |
|
|
2024
Q1 | $59.5M | Buy |
680,156
+219,359
| +48% | +$19.2M | 0.01% | 676 |
|
|
2023
Q4 | $32.8M | Buy |
460,797
+79,237
| +21% | +$5.63M | 0.01% | 866 |
|
|
2023
Q3 | $26.6M | Sell |
381,560
-98,035
| -20% | -$6.85M | 0.01% | 890 |
|
|
2023
Q2 | $33M | Buy |
479,595
+147,734
| +45% | +$10.2M | 0.01% | 787 |
|
|
2023
Q1 | $19.1M | Sell |
331,861
-9,841
| -3% | -$565K | 0.01% | 1039 |
|
|
2022
Q4 | $19.5M | Buy |
341,702
+126,089
| +58% | +$7.18M | 0.01% | 1013 |
|
|
2022
Q3 | $13M | Sell |
215,613
-73,030
| -25% | -$4.42M | 0.01% | 1134 |
|
|
2022
Q2 | $16.8M | Buy |
288,643
+42,972
| +17% | +$2.51M | 0.01% | 1050 |
|
|
2022
Q1 | $17.8M | Buy |
245,671
+184,046
| +299% | +$13.3M | 0.01% | 1127 |
|
|
2021
Q4 | $4.33M | Sell |
61,625
-161,499
| -72% | -$11.4M | ﹤0.01% | 2223 |
|
|
2021
Q3 | $12.4M | Sell |
223,124
-241,707
| -52% | -$13.4M | ﹤0.01% | 1394 |
|
|
2021
Q2 | $24.7M | Buy |
464,831
+178,112
| +62% | +$9.47M | 0.01% | 990 |
|
|
2021
Q1 | $13.1M | Sell |
286,719
-1,922
| -0.7% | -$87.8K | ﹤0.01% | 1282 |
|
|
2020
Q4 | $13.7M | Sell |
288,641
-40,389
| -12% | -$1.91M | ﹤0.01% | 1211 |
|
|
2020
Q3 | $14.9M | Buy |
329,030
+252,293
| +329% | +$11.4M | 0.01% | 1067 |
|
|
2020
Q2 | $3.13M | Sell |
76,737
-6,059
| -7% | -$247K | ﹤0.01% | 1941 |
|
|
2020
Q1 | $3M | Sell |
82,796
-332,799
| -80% | -$12.1M | ﹤0.01% | 1859 |
|
|
2019
Q4 | $16.4M | Buy |
415,595
+332,737
| +402% | +$13.1M | 0.01% | 1165 |
|
|
2019
Q3 | $2.99M | Sell |
82,858
-18,701
| -18% | -$674K | ﹤0.01% | 2282 |
|
|
2019
Q2 | $3.4M | Buy |
101,559
+9,303
| +10% | +$312K | ﹤0.01% | 2104 |
|
|
2019
Q1 | $2.72M | Buy |
92,256
+33,099
| +56% | +$977K | ﹤0.01% | 2198 |
|
|
2018
Q4 | $1.63M | Buy |
59,157
+40,265
| +213% | +$1.11M | ﹤0.01% | 2602 |
|
|
2018
Q3 | $559K | Sell |
18,892
-2,755
| -13% | -$81.5K | ﹤0.01% | 3569 |
|
|
2018
Q2 | $600K | Sell |
21,647
-228,797
| -91% | -$6.34M | ﹤0.01% | 3420 |
|
|
2018
Q1 | $6.37M | Sell |
250,444
-312,810
| -56% | -$7.96M | ﹤0.01% | 1681 |
|
|
2017
Q4 | $14.5M | Buy |
563,254
+521,222
| +1,240% | +$13.4M | 0.01% | 1099 |
|
|
2017
Q3 | $1.01M | Buy |
42,032
+30,168
| +254% | +$727K | ﹤0.01% | 2988 |
|
|
2017
Q2 | $255K | Sell |
11,864
-24,504
| -67% | -$527K | ﹤0.01% | 3758 |
|
|
2017
Q1 | $758K | Sell |
36,368
-8,444
| -19% | -$176K | ﹤0.01% | 3020 |
|
|
2016
Q4 | $1.01M | Buy |
44,812
+11,420
| +34% | +$256K | ﹤0.01% | 2802 |
|
|
2016
Q3 | $630K | Sell |
33,392
-9,208
| -22% | -$174K | ﹤0.01% | 3014 |
|
|
2016
Q2 | $798K | Buy |
42,600
+21,014
| +97% | +$394K | ﹤0.01% | 2862 |
|
|
2016
Q1 | $387K | Sell |
21,586
-13,576
| -39% | -$243K | ﹤0.01% | 3297 |
|
|
2015
Q4 | $565K | Buy |
35,162
+15,546
| +79% | +$250K | ﹤0.01% | 3066 |
|
|
2015
Q3 | $304K | Sell |
19,616
-38,858
| -66% | -$602K | ﹤0.01% | 3424 |
|
|
2015
Q2 | $960K | Sell |
58,474
-15,152
| -21% | -$249K | ﹤0.01% | 2832 |
|
|
2015
Q1 | $1.22M | Buy |
73,626
+23,124
| +46% | +$383K | ﹤0.01% | 2658 |
|
|
2014
Q4 | $831K | Buy |
+50,502
| New | +$831K | ﹤0.01% | 2842 |
|