Wells Fargo’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $196M | Sell |
2,998,461
-10,599
| -0.4% | -$764K | 0.04% | 397 |
|
|
2025
Q4 | $240M | Sell |
3,009,060
-195,816
| -6% | -$16.3M | 0.05% | 340 |
|
|
2025
Q3 | $301M | Buy |
3,204,876
+60,882
| +2% | +$5.93M | 0.06% | 274 |
|
|
2025
Q2 | $349M | Sell |
3,143,994
-107,656
| -3% | -$12.1M | 0.08% | 238 |
|
|
2025
Q1 | $405M | Buy |
3,251,650
+16,605
| +0.5% | +$1.86M | 0.1% | 206 |
|
|
2024
Q4 | $330M | Sell |
3,235,045
-40,224
| -1% | -$4.3M | 0.08% | 228 |
|
|
2024
Q3 | $339M | Sell |
3,275,269
-42,088
| -1% | -$4.19M | 0.08% | 223 |
|
|
2024
Q2 | $297M | Sell |
3,317,357
-24,714
| -0.7% | -$2.15M | 0.08% | 232 |
|
|
2024
Q1 | $293M | Buy |
3,342,071
+54,147
| +2% | +$4.35M | 0.08% | 239 |
|
|
2023
Q4 | $234M | Sell |
3,287,924
-155,012
| -5% | -$11.1M | 0.07% | 265 |
|
|
2023
Q3 | $240M | Buy |
3,442,936
+37,001
| +1% | +$2.64M | 0.08% | 238 |
|
|
2023
Q2 | $234M | Buy |
3,405,935
+68,778
| +2% | +$4.37M | 0.07% | 249 |
|
|
2023
Q1 | $192M | Buy |
3,337,157
+7,631
| +0.2% | +$439K | 0.06% | 277 |
|
|
2022
Q4 | $190M | Buy |
3,329,526
+16,817
| +0.5% | +$983K | 0.06% | 280 |
|
|
2022
Q3 | $200M | Sell |
3,312,709
-64,571
| -2% | -$4.06M | 0.07% | 259 |
|
|
2022
Q2 | $197M | Sell |
3,377,280
-184,734
| -5% | -$11.3M | 0.06% | 274 |
|
|
2022
Q1 | $257M | Buy |
3,562,014
+30,687
| +0.9% | +$2.06M | 0.07% | 249 |
|
|
2021
Q4 | $248M | Sell |
3,531,327
-6,312,355
| -64% | -$407M | 0.06% | 256 |
|
|
2021
Q3 | $546M | Buy |
9,843,682
+64,552
| +0.7% | +$3.6M | 0.12% | 166 |
|
|
2021
Q2 | $520M | Sell |
9,779,130
-208,709
| -2% | -$10.7M | 0.12% | 177 |
|
|
2021
Q1 | $457M | Buy |
9,987,839
+17,247
| +0.2% | +$792K | 0.11% | 187 |
|
|
2020
Q4 | $473M | Buy |
9,970,592
+74,602
| +0.8% | +$3.43M | 0.11% | 176 |
|
|
2020
Q3 | $448M | Sell |
9,895,990
-518,558
| -5% | -$23.1M | 0.12% | 162 |
|
|
2020
Q2 | $424M | Buy |
10,414,548
+300,732
| +3% | +$11.6M | 0.12% | 164 |
|
|
2020
Q1 | $366M | Sell |
10,113,816
-1,866,726
| -16% | -$78.9M | 0.13% | 166 |
|
|
2019
Q4 | $473M | Sell |
11,980,542
-69,703
| -0.6% | -$2.62M | 0.13% | 160 |
|
|
2019
Q3 | $435M | Buy |
12,050,245
+183,026
| +2% | +$6.55M | 0.12% | 169 |
|
|
2019
Q2 | $398M | Sell |
11,867,219
-69,269
| -0.6% | -$2.2M | 0.11% | 176 |
|
|
2019
Q1 | $352M | Sell |
11,936,488
-260,966
| -2% | -$7.45M | 0.1% | 185 |
|
|
2018
Q4 | $336M | Buy |
12,197,454
+4,284
| +0% | +$121K | 0.11% | 179 |
|
|
2018
Q3 | $361M | Buy |
12,193,170
+217,552
| +2% | +$6.47M | 0.1% | 196 |
|
|
2018
Q2 | $332M | Buy |
11,975,618
+125,143
| +1% | +$3.41M | 0.1% | 207 |
|
|
2018
Q1 | $301M | Buy |
11,850,475
+707,907
| +6% | +$18.5M | 0.09% | 225 |
|
|
2017
Q4 | $287M | Sell |
11,142,568
-466,324
| -4% | -$11.7M | 0.08% | 245 |
|
|
2017
Q3 | $280M | Buy |
11,608,892
+261,664
| +2% | +$5.87M | 0.09% | 234 |
|
|
2017
Q2 | $244M | Buy |
11,347,228
+776,588
| +7% | +$16.6M | 0.08% | 266 |
|
|
2017
Q1 | $221M | Buy |
10,570,640
+73,694
| +0.7% | +$1.59M | 0.07% | 272 |
|
|
2016
Q4 | $235M | Buy |
10,496,946
+205,988
| +2% | +$4.19M | 0.08% | 246 |
|
|
2016
Q3 | $194M | Buy |
10,290,958
+519,302
| +5% | +$9.61M | 0.07% | 286 |
|
|
2016
Q2 | $183M | Buy |
9,771,656
+622,068
| +7% | +$11.1M | 0.07% | 295 |
|
|
2016
Q1 | $164M | Buy |
9,149,588
+257,010
| +3% | +$4.13M | 0.07% | 325 |
|
|
2015
Q4 | $143M | Buy |
8,892,578
+267,030
| +3% | +$4.27M | 0.06% | 365 |
|
|
2015
Q3 | $134M | Buy |
8,625,548
+694,684
| +9% | +$11.4M | 0.06% | 364 |
|
|
2015
Q2 | $130M | Sell |
7,930,864
-214,468
| -3% | -$3.51M | 0.05% | 413 |
|
|
2015
Q1 | $135M | Buy |
8,145,332
+1,030,948
| +14% | +$16.6M | 0.05% | 391 |
|
|
2014
Q4 | $117M | Buy |
7,114,384
+1,320,670
| +23% | +$21.2M | 0.05% | 417 |
|
|
2014
Q3 | $93.1M | Buy |
5,793,714
+295,548
| +5% | +$4.68M | 0.04% | 468 |
|
|
2014
Q2 | $84.4M | Buy |
5,498,166
+474,330
| +9% | +$7.13M | 0.03% | 547 |
|
|
2014
Q1 | $77.3M | Buy |
5,023,836
+458,042
| +10% | +$7.03M | 0.03% | 560 |
|
|
2013
Q4 | $71.7M | Sell |
4,565,794
-2,200,228
| -33% | -$34.9M | 0.03% | 580 |
|
|
2013
Q3 | $109M | Buy |
6,766,022
+2,869,996
| +74% | +$46.9M | 0.05% | 395 |
|
|
2013
Q2 | $62.8M | Buy |
+3,896,026
| New | +$61.6M | 0.03% | 548 |
|
Other funds holding BRO
VCM
VPM
