WCM Investment Management’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 | $4.88M | Sell |
44,576
-913
| -2% | -$100K | 0.01% | 160 |
|
|
2025
Q1 | $5.59M | Sell |
45,489
-11,551
| -20% | -$1.42M | 0.01% | 165 |
|
|
2024
Q4 | $5.82M | Sell |
57,040
-3,851
| -6% | -$393K | 0.01% | 171 |
|
|
2024
Q3 | $6.25M | Buy |
60,891
+148
| +0.2% | +$15.2K | 0.01% | 163 |
|
|
2024
Q2 | $5.48M | Buy |
60,743
+86
| +0.1% | +$7.75K | 0.01% | 160 |
|
|
2024
Q1 | $5.31M | Sell |
60,657
-47,322
| -44% | -$4.14M | 0.01% | 158 |
|
|
2023
Q4 | $7.66M | Buy |
107,979
+12,748
| +13% | +$904K | 0.02% | 151 |
|
|
2023
Q3 | $6.65M | Buy |
95,231
+31
| +0% | +$2.17K | 0.02% | 144 |
|
|
2023
Q2 | $6.58M | Sell |
95,200
-1,873
| -2% | -$129K | 0.02% | 148 |
|
|
2023
Q1 | $5.57M | Buy |
97,073
+655
| +0.7% | +$37.6K | 0.02% | 153 |
|
|
2022
Q4 | $5.49M | Buy |
96,418
+77,287
| +404% | +$4.4M | 0.02% | 156 |
|
|
2022
Q3 | $1.17M | Buy |
19,131
+397
| +2% | +$24.2K | ﹤0.01% | 170 |
|
|
2022
Q2 | $1.09M | Buy |
18,734
+71
| +0.4% | +$4.12K | ﹤0.01% | 178 |
|
|
2022
Q1 | $1.35M | Sell |
18,663
-3,861
| -17% | -$279K | ﹤0.01% | 173 |
|
|
2021
Q4 | $1.58M | Buy |
22,524
+167
| +0.7% | +$11.7K | ﹤0.01% | 170 |
|
|
2021
Q3 | $1.24M | Buy |
22,357
+153
| +0.7% | +$8.49K | ﹤0.01% | 172 |
|
|
2021
Q2 | $1.18M | Hold |
22,204
| – | – | ﹤0.01% | 164 |
|
|
2021
Q1 | $1.02M | Buy |
22,204
+2,421
| +12% | +$111K | ﹤0.01% | 153 |
|
|
2020
Q4 | $938K | Buy |
19,783
+568
| +3% | +$26.9K | ﹤0.01% | 162 |
|
|
2020
Q3 | $870K | Hold |
19,215
| – | – | ﹤0.01% | 156 |
|
|
2020
Q2 | $783K | Hold |
19,215
| – | – | ﹤0.01% | 155 |
|
|
2020
Q1 | $696K | Buy |
+19,215
| New | +$696K | ﹤0.01% | 156 |
|
|
2019
Q3 | – | Sell |
-284,342
| Closed | -$9.53M | – | 155 |
|
|
2019
Q2 | $9.53M | Sell |
284,342
-14,827
| -5% | -$497K | 0.06% | 56 |
|
|
2019
Q1 | $8.83M | Sell |
299,169
-8,230
| -3% | -$243K | 0.06% | 59 |
|
|
2018
Q4 | $8.47M | Buy |
307,399
+30,738
| +11% | +$847K | 0.08% | 43 |
|
|
2018
Q3 | $8.18M | Buy |
276,661
+55,504
| +25% | +$1.64M | 0.07% | 42 |
|
|
2018
Q2 | $6.13M | Sell |
221,157
-29,821
| -12% | -$827K | 0.06% | 44 |
|
|
2018
Q1 | $6.39M | Sell |
250,978
-86,084
| -26% | -$2.19M | 0.06% | 48 |
|
|
2017
Q4 | $8.67M | Buy |
337,062
+280,870
| +500% | +$7.23M | 0.1% | 48 |
|
|
2017
Q3 | $1.35M | Buy |
56,192
+3,120
| +6% | +$75.2K | 0.02% | 71 |
|
|
2017
Q2 | $1.14M | Buy |
53,072
+1,350
| +3% | +$29.1K | 0.02% | 70 |
|
|
2017
Q1 | $1.08M | Buy |
51,722
+3,300
| +7% | +$68.8K | 0.01% | 101 |
|
|
2016
Q4 | $1.09M | Buy |
48,422
+19,970
| +70% | +$448K | 0.01% | 115 |
|
|
2016
Q3 | $536K | Buy |
+28,452
| New | +$536K | 0.01% | 145 |
|