WhitTier Trust Company’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 | $9.78M | Buy |
88,246
+2,743
| +3% | +$304K | 0.22% | 95 |
|
|
2025
Q1 | $10.6M | Buy |
85,503
+3,764
| +5% | +$468K | 0.27% | 83 |
|
|
2024
Q4 | $8.34M | Buy |
81,739
+3,395
| +4% | +$346K | 0.2% | 99 |
|
|
2024
Q3 | $8.12M | Buy |
78,344
+2,789
| +4% | +$289K | 0.21% | 101 |
|
|
2024
Q2 | $6.75M | Buy |
75,555
+2,797
| +4% | +$250K | 0.19% | 109 |
|
|
2024
Q1 | $6.37M | Buy |
72,758
+3,646
| +5% | +$319K | 0.18% | 117 |
|
|
2023
Q4 | $4.91M | Buy |
69,112
+12,144
| +21% | +$864K | 0.16% | 138 |
|
|
2023
Q3 | $3.98M | Buy |
56,968
+1,085
| +2% | +$75.8K | 0.14% | 144 |
|
|
2023
Q2 | $3.85M | Buy |
55,883
+26,047
| +87% | +$1.79M | 0.13% | 146 |
|
|
2023
Q1 | $1.71M | Buy |
29,836
+664
| +2% | +$38.1K | 0.06% | 224 |
|
|
2022
Q4 | $1.66M | Sell |
29,172
-1,360
| -4% | -$77.5K | 0.07% | 225 |
|
|
2022
Q3 | $1.85M | Buy |
30,532
+2,134
| +8% | +$129K | 0.08% | 205 |
|
|
2022
Q2 | $1.66M | Buy |
28,398
+2,251
| +9% | +$131K | 0.07% | 219 |
|
|
2022
Q1 | $1.89M | Buy |
26,147
+4,269
| +20% | +$309K | 0.07% | 215 |
|
|
2021
Q4 | $1.54M | Buy |
21,878
+2,174
| +11% | +$153K | 0.06% | 236 |
|
|
2021
Q3 | $1.09M | Buy |
19,704
+835
| +4% | +$46.3K | 0.04% | 254 |
|
|
2021
Q2 | $1M | Buy |
18,869
+547
| +3% | +$29K | 0.04% | 266 |
|
|
2021
Q1 | $837K | Buy |
18,322
+2,138
| +13% | +$97.7K | 0.04% | 275 |
|
|
2020
Q4 | $767K | Buy |
16,184
+1,691
| +12% | +$80.1K | 0.04% | 268 |
|
|
2020
Q3 | $656K | Buy |
14,493
+1,115
| +8% | +$50.5K | 0.04% | 267 |
|
|
2020
Q2 | $546K | Buy |
13,378
+3,738
| +39% | +$153K | 0.03% | 286 |
|
|
2020
Q1 | $349K | Buy |
+9,640
| New | +$349K | 0.03% | 312 |
|