Vontobel Holding’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $674K | Buy |
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|
2025
Q2 | $532K | Buy |
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|
2025
Q1 | $580K | Sell |
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|
2024
Q4 | $522K | Buy |
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|
2024
Q3 | $467K | Sell |
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|
2024
Q2 | $416K | Sell |
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|
2024
Q1 | $445K | Sell |
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|
2023
Q4 | $375K | Hold |
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|
2023
Q3 | $368K | Sell |
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|
2023
Q2 | $391K | Hold |
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|
2023
Q1 | $326K | Buy |
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|
2022
Q4 | $295K | Buy |
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|
2022
Q3 | $280K | Sell |
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|
2022
Q2 | $279K | Sell |
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|
2022
Q1 | $404K | Buy |
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|
2021
Q4 | $283K | Buy |
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|
2021
Q3 | $216K | Hold |
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|
2021
Q2 | $209K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $210K | Buy |
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