UMB Bank’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 | $13.1M | Sell |
117,815
-72
| -0.1% | -$7.98K | 0.2% | 92 |
|
|
2025
Q1 | $14.7M | Buy |
117,887
+78
| +0.1% | +$9.7K | 0.24% | 81 |
|
|
2024
Q4 | $12M | Buy |
117,809
+122
| +0.1% | +$12.4K | 0.19% | 98 |
|
|
2024
Q3 | $12.2M | Hold |
117,687
| – | – | 0.19% | 101 |
|
|
2024
Q2 | $10.5M | Sell |
117,687
-5,463
| -4% | -$488K | 0.17% | 111 |
|
|
2024
Q1 | $10.8M | Sell |
123,150
-164
| -0.1% | -$14.4K | 0.17% | 114 |
|
|
2023
Q4 | $8.77M | Sell |
123,314
-23
| -0% | -$1.64K | 0.13% | 129 |
|
|
2023
Q3 | $8.61M | Sell |
123,337
-45
| -0% | -$3.14K | 0.14% | 129 |
|
|
2023
Q2 | $8.49M | Buy |
123,382
+23
| +0% | +$1.58K | 0.13% | 142 |
|
|
2023
Q1 | $7.08M | Sell |
123,359
-45
| -0% | -$2.58K | 0.11% | 153 |
|
|
2022
Q4 | $7.03M | Sell |
123,404
-3,518
| -3% | -$200K | 0.11% | 150 |
|
|
2022
Q3 | $7.68M | Sell |
126,922
-14,252
| -10% | -$862K | 0.13% | 141 |
|
|
2022
Q2 | $8.24M | Sell |
141,174
-1,712
| -1% | -$99.9K | 0.13% | 152 |
|
|
2022
Q1 | $10.3M | Sell |
142,886
-787
| -0.5% | -$56.9K | 0.14% | 148 |
|
|
2021
Q4 | $10.1M | Buy |
+143,673
| New | +$10.1M | 0.13% | 158 |
|