Vanguard Personalized Indexing 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 | $3.18M | Buy |
28,579
+3,203
| +13% | +$356K | 0.04% | 421 |
|
|
2025
Q1 | $3.16M | Buy |
25,376
+1,389
| +6% | +$173K | 0.05% | 354 |
|
|
2024
Q4 | $2.45M | Buy |
23,987
+890
| +4% | +$90.8K | 0.04% | 415 |
|
|
2024
Q3 | $2.39M | Buy |
23,097
+3,584
| +18% | +$371K | 0.04% | 414 |
|
|
2024
Q2 | $1.74M | Buy |
19,513
+4,412
| +29% | +$394K | 0.03% | 452 |
|
|
2024
Q1 | $1.32M | Buy |
15,101
+3,823
| +34% | +$335K | 0.03% | 528 |
|
|
2023
Q4 | $802K | Sell |
11,278
-2,212
| -16% | -$157K | 0.02% | 765 |
|
|
2023
Q3 | $942K | Sell |
13,490
-318
| -2% | -$22.2K | 0.03% | 587 |
|
|
2023
Q2 | $951K | Buy |
13,808
+84
| +0.6% | +$5.78K | 0.03% | 591 |
|
|
2023
Q1 | $788K | Sell |
13,724
-4,855
| -26% | -$279K | 0.03% | 652 |
|
|
2022
Q4 | $1.06M | Sell |
18,579
-218
| -1% | -$12.4K | 0.04% | 488 |
|
|
2022
Q3 | $1.14M | Buy |
18,797
+1,770
| +10% | +$107K | 0.05% | 426 |
|
|
2022
Q2 | $993K | Buy |
17,027
+1,981
| +13% | +$116K | 0.05% | 468 |
|
|
2022
Q1 | $1.09M | Buy |
15,046
+1,226
| +9% | +$88.6K | 0.05% | 407 |
|
|
2021
Q4 | $971K | Buy |
13,820
+1,068
| +8% | +$75K | 0.06% | 406 |
|
|
2021
Q3 | $707K | Buy |
12,752
+231
| +2% | +$12.8K | 0.06% | 345 |
|
|
2021
Q2 | $665K | Buy |
+12,521
| New | +$665K | 0.07% | 360 |
|