Vontobel Holding’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 | $532K | Buy |
4,801
+138
| +3% | +$15.3K | ﹤0.01% | 767 |
|
|
2025
Q1 | $580K | Sell |
4,663
-449
| -9% | -$55.9K | ﹤0.01% | 741 |
|
|
2024
Q4 | $522K | Buy |
5,112
+607
| +13% | +$61.9K | ﹤0.01% | 776 |
|
|
2024
Q3 | $467K | Sell |
4,505
-143
| -3% | -$14.8K | ﹤0.01% | 801 |
|
|
2024
Q2 | $416K | Sell |
4,648
-430
| -8% | -$38.4K | ﹤0.01% | 824 |
|
|
2024
Q1 | $445K | Sell |
5,078
-197
| -4% | -$17.2K | ﹤0.01% | 813 |
|
|
2023
Q4 | $375K | Hold |
5,275
| – | – | ﹤0.01% | 873 |
|
|
2023
Q3 | $368K | Sell |
5,275
-400
| -7% | -$27.9K | ﹤0.01% | 844 |
|
|
2023
Q2 | $391K | Hold |
5,675
| – | – | ﹤0.01% | 856 |
|
|
2023
Q1 | $326K | Buy |
5,675
+458
| +9% | +$26.3K | ﹤0.01% | 873 |
|
|
2022
Q4 | $295K | Buy |
5,217
+618
| +13% | +$35K | ﹤0.01% | 891 |
|
|
2022
Q3 | $280K | Sell |
4,599
-223
| -5% | -$13.6K | ﹤0.01% | 868 |
|
|
2022
Q2 | $279K | Sell |
4,822
-728
| -13% | -$42.1K | ﹤0.01% | 861 |
|
|
2022
Q1 | $404K | Buy |
5,550
+1,502
| +37% | +$109K | ﹤0.01% | 848 |
|
|
2021
Q4 | $283K | Buy |
4,048
+154
| +4% | +$10.8K | ﹤0.01% | 937 |
|
|
2021
Q3 | $216K | Hold |
3,894
| – | – | ﹤0.01% | 1018 |
|
|
2021
Q2 | $209K | Buy |
+3,894
| New | +$209K | ﹤0.01% | 1029 |
|
|
2021
Q1 | – | Sell |
-4,597
| Closed | -$210K | – | 987 |
|
|
2020
Q4 | $210K | Buy |
+4,597
| New | +$210K | ﹤0.01% | 840 |
|