Winton 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 | $487K | Buy |
+4,391
| New | +$487K | 0.02% | 602 |
|
|
2022
Q4 | – | Sell |
-4,060
| Closed | -$246K | – | 922 |
|
|
2022
Q3 | $246K | Buy |
+4,060
| New | +$246K | 0.02% | 846 |
|
|
2019
Q4 | – | Sell |
-150,529
| Closed | -$5.43M | – | 1558 |
|
|
2019
Q3 | $5.43M | Buy |
+150,529
| New | +$5.43M | 0.06% | 325 |
|
|
2018
Q3 | – | Sell |
-798,627
| Closed | -$22.1M | – | 1020 |
|
|
2018
Q2 | $22.1M | Buy |
798,627
+257,289
| +48% | +$7.13M | 0.57% | 21 |
|
|
2018
Q1 | $13.8M | Buy |
541,338
+273,946
| +102% | +$6.97M | 0.39% | 56 |
|
|
2017
Q4 | $6.88M | Buy |
+267,392
| New | +$6.88M | 0.2% | 138 |
|
|
2017
Q1 | – | Sell |
-85,262
| Closed | -$1.91M | – | 435 |
|
|
2016
Q4 | $1.91M | Buy |
+85,262
| New | +$1.91M | 0.06% | 254 |
|
|
2014
Q3 | – | Sell |
-27,064
| Closed | -$416K | – | 666 |
|
|
2014
Q2 | $416K | Buy |
+27,064
| New | +$416K | ﹤0.01% | 608 |
|