Wellington Management Group’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 | $13.5M | Buy |
122,140
+17,324
| +17% | +$1.92M | ﹤0.01% | 1109 |
|
|
2025
Q1 | $13M | Sell |
104,816
-35,480
| -25% | -$4.41M | ﹤0.01% | 1126 |
|
|
2024
Q4 | $14.3M | Sell |
140,296
-6,801
| -5% | -$694K | ﹤0.01% | 1084 |
|
|
2024
Q3 | $15.2M | Buy |
147,097
+7,172
| +5% | +$743K | ﹤0.01% | 1045 |
|
|
2024
Q2 | $12.5M | Sell |
139,925
-15,734
| -10% | -$1.41M | ﹤0.01% | 1104 |
|
|
2024
Q1 | $13.6M | Sell |
155,659
-51
| -0% | -$4.47K | ﹤0.01% | 1043 |
|
|
2023
Q4 | $11.1M | Sell |
155,710
-617,976
| -80% | -$43.9M | ﹤0.01% | 1087 |
|
|
2023
Q3 | $54M | Buy |
773,686
+18,253
| +2% | +$1.27M | 0.01% | 672 |
|
|
2023
Q2 | $52M | Sell |
755,433
-395,663
| -34% | -$27.2M | 0.01% | 693 |
|
|
2023
Q1 | $66.1M | Buy |
1,151,096
+61,591
| +6% | +$3.54M | 0.01% | 629 |
|
|
2022
Q4 | $62.1M | Buy |
1,089,505
+304,921
| +39% | +$17.4M | 0.01% | 625 |
|
|
2022
Q3 | $47.5M | Sell |
784,584
-4,847
| -0.6% | -$293K | 0.01% | 687 |
|
|
2022
Q2 | $46.1M | Sell |
789,431
-25,339
| -3% | -$1.48M | 0.01% | 703 |
|
|
2022
Q1 | $58.9M | Buy |
814,770
+661,425
| +431% | +$47.8M | 0.01% | 708 |
|
|
2021
Q4 | $10.8M | Sell |
153,345
-14,645
| -9% | -$1.03M | ﹤0.01% | 1240 |
|
|
2021
Q3 | $9.32M | Sell |
167,990
-5,682
| -3% | -$315K | ﹤0.01% | 1312 |
|
|
2021
Q2 | $9.23M | Buy |
173,672
+83,653
| +93% | +$4.45M | ﹤0.01% | 1305 |
|
|
2021
Q1 | $4.12M | Buy |
90,019
+52,707
| +141% | +$2.41M | ﹤0.01% | 1466 |
|
|
2020
Q4 | $1.77M | Buy |
37,312
+27,379
| +276% | +$1.3M | ﹤0.01% | 1510 |
|
|
2020
Q3 | $450K | Sell |
9,933
-2,497
| -20% | -$113K | ﹤0.01% | 1737 |
|
|
2020
Q2 | $507K | Sell |
12,430
-21,889
| -64% | -$893K | ﹤0.01% | 1645 |
|
|
2020
Q1 | $1.24M | Sell |
34,319
-127,507
| -79% | -$4.62M | ﹤0.01% | 1476 |
|
|
2019
Q4 | $6.39M | Buy |
161,826
+36,301
| +29% | +$1.43M | ﹤0.01% | 1274 |
|
|
2019
Q3 | $4.53M | Buy |
+125,525
| New | +$4.53M | ﹤0.01% | 1376 |
|
|
2018
Q2 | – | Sell |
-41,346
| Closed | -$1.05M | – | 2234 |
|
|
2018
Q1 | $1.05M | Buy |
+41,346
| New | +$1.05M | ﹤0.01% | 1893 |
|
|
2015
Q3 | – | Sell |
-90,686
| Closed | -$1.49M | – | 2164 |
|
|
2015
Q2 | $1.49M | Buy |
90,686
+6,990
| +8% | +$115K | ﹤0.01% | 1744 |
|
|
2015
Q1 | $1.39M | Buy |
83,696
+3,710
| +5% | +$61.4K | ﹤0.01% | 1773 |
|
|
2014
Q4 | $1.32M | Sell |
79,986
-840
| -1% | -$13.8K | ﹤0.01% | 1800 |
|
|
2014
Q3 | $1.3M | Sell |
80,826
-24,376
| -23% | -$392K | ﹤0.01% | 1770 |
|
|
2014
Q2 | $1.62M | Sell |
105,202
-351,982
| -77% | -$5.4M | ﹤0.01% | 1715 |
|
|
2014
Q1 | $7.03M | Buy |
457,184
+34,130
| +8% | +$525K | ﹤0.01% | 1342 |
|
|
2013
Q4 | $6.64M | Sell |
423,054
-4,980
| -1% | -$78.2K | ﹤0.01% | 1372 |
|
|
2013
Q3 | $6.87M | Sell |
428,034
-56,490
| -12% | -$907K | ﹤0.01% | 1340 |
|
|
2013
Q2 | $7.81M | Buy |
+484,524
| New | +$7.81M | ﹤0.01% | 1273 |
|