Virtus ETF Advisers’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 | $191K | Buy |
+1,724
| New | +$191K | 0.25% | 77 |
|
2025
Q1 | – | Sell |
-11,134
| Closed | -$1.14M | – | 333 |
|
2024
Q4 | $1.14M | Buy |
11,134
+2,206
| +25% | +$225K | 0.46% | 77 |
|
2024
Q3 | $925K | Sell |
8,928
-1,116
| -11% | -$116K | 0.43% | 85 |
|
2024
Q2 | $898K | Buy |
10,044
+441
| +5% | +$39.4K | 0.44% | 74 |
|
2024
Q1 | $841K | Buy |
9,603
+853
| +10% | +$74.7K | 0.45% | 66 |
|
2023
Q4 | $622K | Sell |
8,750
-1,739
| -17% | -$124K | 0.4% | 99 |
|
2023
Q3 | $733K | Buy |
+10,489
| New | +$733K | 0.44% | 63 |
|
2023
Q2 | – | Sell |
-14,323
| Closed | -$822K | – | 442 |
|
2023
Q1 | $822K | Buy |
14,323
+1,769
| +14% | +$102K | 0.45% | 95 |
|
2022
Q4 | $715K | Buy |
12,554
+1,658
| +15% | +$94.5K | 0.37% | 116 |
|
2022
Q3 | $659K | Buy |
10,896
+250
| +2% | +$15.1K | 0.26% | 134 |
|
2022
Q2 | $621K | Buy |
+10,646
| New | +$621K | 0.23% | 179 |
|
2020
Q3 | – | Sell |
-317
| Closed | -$13K | – | 338 |
|
2020
Q2 | $13K | Buy |
+317
| New | +$13K | 0.01% | 413 |
|