Vaughan David Investments’s Brown & Brown BRO Stock Holding History

Vaughan David Investments’s Portfolio BRO Stock Details BRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$12.6M	Hold	113,372	–	–	0.28%	88
2025 Q1	$14.1M	Hold	113,372	–	–	0.33%	88
2024 Q4	$11.6M	Hold	113,372	–	–	0.27%	88
2024 Q3	$11.7M	Hold	113,372	–	–	0.27%	88
2024 Q2	$10.1M	Hold	113,372	–	–	0.26%	89
2024 Q1	$9.93M	Buy	113,372 +13,372	+13%	+$1.17M	0.25%	90
2023 Q4	$7.11M	Hold	100,000	–	–	0.19%	90
2023 Q3	$6.98M	Hold	100,000	–	–	0.21%	90
2023 Q2	$6.88M	Hold	100,000	–	–	0.2%	94
2023 Q1	$5.74M	Hold	100,000	–	–	0.17%	95
2022 Q4	$5.7M	Hold	100,000	–	–	0.17%	94
2022 Q3	$6.05M	Hold	100,000	–	–	0.2%	94
2022 Q2	$5.83M	Hold	100,000	–	–	0.19%	96
2022 Q1	$7.23M	Hold	100,000	–	–	0.21%	93
2021 Q4	$7.03M	Hold	100,000	–	–	0.21%	93
2021 Q3	$5.55M	Hold	100,000	–	–	0.18%	92
2021 Q2	$5.31M	Hold	100,000	–	–	0.17%	93
2021 Q1	$4.57M	Sell	100,000 -200	-0.2%	-$9.14K	0.14%	93
2020 Q4	$4.75M	Hold	100,200	–	–	0.16%	88
2020 Q3	$4.54M	Sell	100,200 -100,000	-50%	-$4.53M	0.18%	87
2020 Q2	$8.16M	Buy	200,200 +200	+0.1%	+$8.15K	0.33%	81
2020 Q1	$7.24M	Hold	200,000	–	–	0.34%	81
2019 Q4	$7.9M	Hold	200,000	–	–	0.29%	87
2019 Q3	$7.21M	Hold	200,000	–	–	0.28%	86
2019 Q2	$6.7M	Hold	200,000	–	–	0.27%	87
2019 Q1	$5.9M	Hold	200,000	–	–	0.25%	86
2018 Q4	$5.51M	Sell	200,000 -556	-0.3%	-$15.3K	0.26%	87
2018 Q3	$5.93M	Buy	200,556 +556	+0.3%	+$16.4K	0.25%	86
2018 Q2	$5.55M	Hold	200,000	–	–	0.26%	84
2018 Q1	$5.09M	Hold	200,000	–	–	0.24%	86
2017 Q4	$5.15M	Hold	200,000	–	–	0.24%	85
2017 Q3	$4.82M	Hold	200,000	–	–	0.24%	88
2017 Q2	$4.31M	Hold	200,000	–	–	0.22%	88
2017 Q1	$4.17M	Hold	200,000	–	–	0.22%	86
2016 Q4	$4.49M	Hold	200,000	–	–	0.24%	85
2016 Q3	$3.77M	Hold	200,000	–	–	0.21%	85
2016 Q2	$3.75M	Hold	200,000	–	–	0.21%	86
2016 Q1	$3.58M	Hold	200,000	–	–	0.2%	85
2015 Q4	$3.21M	Hold	200,000	–	–	0.19%	86
2015 Q3	$3.1M	Hold	200,000	–	–	0.2%	85
2015 Q2	$3.29M	Hold	200,000	–	–	0.19%	84
2015 Q1	$3.31M	Hold	200,000	–	–	0.2%	84
2014 Q4	$3.29M	Hold	200,000	–	–	0.19%	85
2014 Q3	$3.22M	Hold	200,000	–	–	0.2%	85
2014 Q2	$3.07M	Hold	200,000	–	–	0.18%	84
2014 Q1	$3.08M	Hold	200,000	–	–	0.19%	85
2013 Q4	$3.14M	Hold	200,000	–	–	0.2%	85
2013 Q3	$3.21M	Hold	200,000	–	–	0.22%	84
2013 Q2	$3.22M	Buy	+200,000	New	+$3.22M	0.23%	82