Vancity Investment Management’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 | $32.4M | Sell |
292,138
-5,800
| -2% | -$643K | 4.09% | 8 |
|
|
2025
Q1 | $37.1M | Buy |
+297,938
| New | +$37.1M | 5.08% | 5 |
|
|
2024
Q3 | $32.4M | Sell |
312,921
-176,539
| -36% | -$18.3M | 3.88% | 9 |
|
|
2024
Q2 | $43.8M | Buy |
489,460
+266,615
| +120% | +$23.9M | 2.78% | 14 |
|
|
2024
Q1 | $19.5M | Sell |
222,845
-4,584
| -2% | -$401K | 2.33% | 19 |
|
|
2023
Q4 | $16.2M | Sell |
227,429
-72,033
| -24% | -$5.12M | 2.37% | 18 |
|
|
2023
Q3 | $20.9M | Hold |
299,462
| – | – | 2.71% | 10 |
|
|
2023
Q2 | $20.6M | Buy |
299,462
+70,000
| +31% | +$4.82M | 2.65% | 10 |
|
|
2023
Q1 | $13.2M | Buy |
229,462
+17,462
| +8% | +$1M | 1.85% | 20 |
|
|
2022
Q4 | $12.1M | Buy |
212,000
+37,295
| +21% | +$2.12M | 1.81% | 20 |
|
|
2022
Q3 | $10.6M | Buy |
174,705
+13,426
| +8% | +$812K | 1.68% | 23 |
|
|
2022
Q2 | $9.41M | Buy |
161,279
+20,417
| +14% | +$1.19M | 1.34% | 28 |
|
|
2022
Q1 | $10.2M | Buy |
140,862
+9,238
| +7% | +$668K | 1.2% | 27 |
|
|
2021
Q4 | $9.25M | Buy |
+131,624
| New | +$9.25M | 1.06% | 38 |
|