Utah Retirement Systems’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 | $3.02M | Sell |
46,387
-226
| -0.5% | -$16.3K | 0.03% | 448 |
|
|
2025
Q4 | $3.72M | Buy |
46,613
+551
| +1% | +$46K | 0.04% | 404 |
|
|
2025
Q3 | $4.32M | Buy |
46,062
+4,858
| +12% | +$473K | 0.04% | 360 |
|
|
2025
Q2 | $4.57M | Buy |
41,204
+1,814
| +5% | +$204K | 0.05% | 342 |
|
|
2025
Q1 | $4.9M | Hold |
39,390
| – | – | 0.06% | 316 |
|
|
2024
Q4 | $4.02M | Hold |
39,390
| – | – | 0.04% | 366 |
|
|
2024
Q3 | $4.08M | Buy |
39,390
+100
| +0.3% | +$9.95K | 0.05% | 363 |
|
|
2024
Q2 | $3.51M | Sell |
39,290
-1,646
| -4% | -$143K | 0.04% | 376 |
|
|
2024
Q1 | $3.58M | Hold |
40,936
| – | – | 0.04% | 390 |
|
|
2023
Q4 | $2.91M | Buy |
40,936
+200
| +0.5% | +$14.3K | 0.04% | 439 |
|
|
2023
Q3 | $2.85M | Buy |
40,736
+100
| +0.2% | +$7.13K | 0.04% | 412 |
|
|
2023
Q2 | $2.8M | Sell |
40,636
-1,400
| -3% | -$89K | 0.04% | 429 |
|
|
2023
Q1 | $2.41M | Buy |
42,036
+100
| +0.2% | +$5.75K | 0.03% | 472 |
|
|
2022
Q4 | $2.39M | Sell |
41,936
-400
| -0.9% | -$23.4K | 0.04% | 437 |
|
|
2022
Q3 | $2.56M | Buy |
42,336
+600
| +1% | +$37.8K | 0.04% | 401 |
|
|
2022
Q2 | $2.44M | Hold |
41,736
| – | – | 0.04% | 441 |
|
|
2022
Q1 | $3.02M | Sell |
41,736
-700
| -2% | -$46.9K | 0.04% | 429 |
|
|
2021
Q4 | $2.98M | Buy |
42,436
+100
| +0.2% | +$6.45K | 0.04% | 453 |
|
|
2021
Q3 | $2.35M | Sell |
42,336
-2,700
| -6% | -$150K | 0.03% | 508 |
|
|
2021
Q2 | $2.39M | Sell |
45,036
-100
| -0.2% | -$5.14K | 0.03% | 525 |
|
|
2021
Q1 | $2.06M | Sell |
45,136
-2,000
| -4% | -$91.8K | 0.03% | 555 |
|
|
2020
Q4 | $2.23M | Buy |
47,136
+2,000
| +4% | +$92.1K | 0.03% | 507 |
|
|
2020
Q3 | $2.04M | Buy |
45,136
+300
| +0.7% | +$13.4K | 0.03% | 475 |
|
|
2020
Q2 | $1.83M | Hold |
44,836
| – | – | 0.03% | 468 |
|
|
2020
Q1 | $1.62M | Hold |
44,836
| – | – | 0.04% | 438 |
|
|
2019
Q4 | $1.77M | Buy |
44,836
+100
| +0.2% | +$3.76K | 0.03% | 532 |
|
|
2019
Q3 | $1.61M | Buy |
44,736
+300
| +0.7% | +$10.7K | 0.03% | 546 |
|
|
2019
Q2 | $1.49M | Buy |
44,436
+638
| +1% | +$20.2K | 0.03% | 582 |
|
|
2019
Q1 | $1.29M | Buy |
43,798
+614
| +1% | +$17.5K | 0.03% | 619 |
|
|
2018
Q4 | $1.19M | Buy |
43,184
+100
| +0.2% | +$2.83K | 0.03% | 579 |
|
|
2018
Q3 | $1.27M | Buy |
43,084
+700
| +2% | +$20.8K | 0.02% | 628 |
|
|
2018
Q2 | $1.18M | Sell |
42,384
-400
| -0.9% | -$10.9K | 0.02% | 643 |
|
|
2018
Q1 | $1.09M | Sell |
42,784
-800
| -2% | -$20.9K | 0.02% | 660 |
|
|
2017
Q4 | $1.12M | Buy |
43,584
+600
| +1% | +$15.1K | 0.02% | 657 |
|
|
2017
Q3 | $1.03M | Hold |
42,984
| – | – | 0.02% | 656 |
|
|
2017
Q2 | $925K | Buy |
42,984
+600
| +1% | +$12.9K | 0.02% | 704 |
|
|
2017
Q1 | $884K | Hold |
42,384
| – | – | 0.02% | 705 |
|
|
2016
Q4 | $950K | Hold |
42,384
| – | – | 0.02% | 661 |
|
|
2016
Q3 | $799K | Hold |
42,384
| – | – | 0.02% | 716 |
|
|
2016
Q2 | $794K | Buy |
42,384
+1,000
| +2% | +$17.8K | 0.02% | 704 |
|
|
2016
Q1 | $741K | Buy |
41,384
+200
| +0.5% | +$3.21K | 0.02% | 715 |
|
|
2015
Q4 | $661K | Hold |
41,184
| – | – | 0.02% | 759 |
|
|
2015
Q3 | $637K | Buy |
41,184
+200
| +0.5% | +$3.28K | 0.02% | 781 |
|
|
2015
Q2 | $673K | Sell |
40,984
-1,800
| -4% | -$29.4K | 0.02% | 816 |
|
|
2015
Q1 | $708K | Buy |
42,784
+1,200
| +3% | +$19.4K | 0.02% | 774 |
|
|
2014
Q4 | $685K | Hold |
41,584
| – | – | 0.02% | 765 |
|
|
2014
Q3 | $669K | Hold |
41,584
| – | – | 0.02% | 765 |
|
|
2014
Q2 | $639K | Sell |
41,584
-400
| -1% | -$6.01K | 0.02% | 815 |
|
|
2014
Q1 | $646K | Buy |
41,984
+200
| +0.5% | +$3.07K | 0.02% | 791 |
|
|
2013
Q4 | $656K | Hold |
41,784
| – | – | 0.02% | 778 |
|
|
2013
Q3 | $671K | Sell |
41,784
-400
| -0.9% | -$6.53K | 0.02% | 737 |
|
|
2013
Q2 | $680K | Buy |
+42,184
| New | +$667K | 0.02% | 702 |
|
Other funds holding BRO
VCM
VPM
