WhitTier Trust Company’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 | $6.13M | Buy |
92,223
+3,567
| +4% | +$257K | 0.13% | 137 |
|
|
2025
Q4 | $7.12M | Buy |
88,656
+11
| +0% | +$918 | 0.15% | 124 |
|
|
2025
Q3 | $8.42M | Buy |
88,645
+399
| +0.5% | +$38.9K | 0.18% | 106 |
|
|
2025
Q2 | $9.78M | Buy |
88,246
+2,743
| +3% | +$308K | 0.22% | 95 |
|
|
2025
Q1 | $10.6M | Buy |
85,503
+3,764
| +5% | +$421K | 0.27% | 83 |
|
|
2024
Q4 | $8.34M | Buy |
81,739
+3,395
| +4% | +$363K | 0.2% | 99 |
|
|
2024
Q3 | $8.12M | Buy |
78,344
+2,789
| +4% | +$277K | 0.21% | 101 |
|
|
2024
Q2 | $6.75M | Buy |
75,555
+2,797
| +4% | +$243K | 0.19% | 109 |
|
|
2024
Q1 | $6.37M | Buy |
72,758
+3,646
| +5% | +$293K | 0.18% | 117 |
|
|
2023
Q4 | $4.91M | Buy |
69,112
+12,144
| +21% | +$868K | 0.16% | 138 |
|
|
2023
Q3 | $3.98M | Buy |
56,968
+1,085
| +2% | +$77.4K | 0.14% | 144 |
|
|
2023
Q2 | $3.85M | Buy |
55,883
+26,047
| +87% | +$1.66M | 0.13% | 146 |
|
|
2023
Q1 | $1.71M | Buy |
29,836
+664
| +2% | +$38.2K | 0.06% | 224 |
|
|
2022
Q4 | $1.66M | Sell |
29,172
-1,360
| -4% | -$79.5K | 0.07% | 225 |
|
|
2022
Q3 | $1.85M | Buy |
30,532
+2,134
| +8% | +$134K | 0.08% | 205 |
|
|
2022
Q2 | $1.66M | Buy |
28,398
+2,251
| +9% | +$138K | 0.07% | 219 |
|
|
2022
Q1 | $1.89M | Buy |
26,147
+4,269
| +20% | +$286K | 0.07% | 215 |
|
|
2021
Q4 | $1.54M | Buy |
21,878
+2,174
| +11% | +$140K | 0.06% | 236 |
|
|
2021
Q3 | $1.09M | Buy |
19,704
+835
| +4% | +$46.5K | 0.04% | 254 |
|
|
2021
Q2 | $1M | Buy |
18,869
+547
| +3% | +$28.1K | 0.04% | 266 |
|
|
2021
Q1 | $837K | Buy |
18,322
+2,138
| +13% | +$98.1K | 0.04% | 275 |
|
|
2020
Q4 | $767K | Buy |
16,184
+1,691
| +12% | +$77.8K | 0.04% | 268 |
|
|
2020
Q3 | $656K | Buy |
14,493
+1,115
| +8% | +$49.7K | 0.04% | 267 |
|
|
2020
Q2 | $546K | Buy |
13,378
+3,738
| +39% | +$144K | 0.03% | 286 |
|
|
2020
Q1 | $349K | Buy |
+9,640
| New | +$408K | 0.03% | 312 |
|
Other funds holding BRO
VCM
VPM
