Vest Financial’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 | $51.2M | Sell |
461,439
-71,834
| -13% | -$7.96M | 0.72% | 69 |
|
|
2025
Q1 | $66.3M | Sell |
533,273
-7,641
| -1% | -$951K | 1.03% | 13 |
|
|
2024
Q4 | $55.2M | Buy |
540,914
+43,077
| +9% | +$4.39M | 0.98% | 30 |
|
|
2024
Q3 | $51.6M | Sell |
497,837
-33,598
| -6% | -$3.48M | 0.99% | 48 |
|
|
2024
Q2 | $47.5M | Buy |
531,435
+61,021
| +13% | +$5.46M | 1.14% | 15 |
|
|
2024
Q1 | $41.2M | Buy |
470,414
+85,349
| +22% | +$7.47M | 1.09% | 30 |
|
|
2023
Q4 | $27.4M | Buy |
385,065
+63,938
| +20% | +$4.55M | 1.02% | 59 |
|
|
2023
Q3 | $22.4M | Buy |
321,127
+125,393
| +64% | +$8.76M | 1.23% | 16 |
|
|
2023
Q2 | $13.3M | Buy |
195,734
+23,259
| +13% | +$1.59M | 1.24% | 16 |
|
|
2023
Q1 | $9.9M | Buy |
172,475
+27,589
| +19% | +$1.58M | 1.35% | 41 |
|
|
2022
Q4 | $8.25M | Sell |
144,886
-1,631
| -1% | -$92.9K | 1.29% | 63 |
|
|
2022
Q3 | $8.86M | Buy |
146,517
+7,172
| +5% | +$434K | 1.68% | 16 |
|
|
2022
Q2 | $8.25M | Buy |
139,345
+12,025
| +9% | +$712K | 1.5% | 46 |
|
|
2022
Q1 | $9.2M | Buy |
+127,320
| New | +$9.2M | 1.67% | 11 |
|