Zurich Cantonal Bank’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 | $6.82M | Buy |
61,520
+12,121
| +25% | +$1.34M | 0.02% | 526 |
|
|
2025
Q1 | $6.15M | Sell |
49,399
-3,112
| -6% | -$387K | 0.02% | 542 |
|
|
2024
Q4 | $5.36M | Buy |
52,511
+7,133
| +16% | +$728K | 0.02% | 572 |
|
|
2024
Q3 | $4.7M | Buy |
45,378
+3,581
| +9% | +$371K | 0.01% | 590 |
|
|
2024
Q2 | $3.74M | Buy |
41,797
+2,465
| +6% | +$220K | 0.01% | 618 |
|
|
2024
Q1 | $3.44M | Sell |
39,332
-996
| -2% | -$87.2K | 0.01% | 625 |
|
|
2023
Q4 | $2.87M | Hold |
40,328
| – | – | 0.01% | 648 |
|
|
2023
Q3 | $2.82M | Hold |
40,328
| – | – | 0.01% | 628 |
|
|
2023
Q2 | $2.78M | Buy |
40,328
+6,181
| +18% | +$426K | 0.01% | 635 |
|
|
2023
Q1 | $1.96M | Hold |
34,147
| – | – | 0.01% | 689 |
|
|
2022
Q4 | $1.95M | Buy |
34,147
+299
| +0.9% | +$17K | 0.01% | 673 |
|
|
2022
Q3 | $2.05M | Buy |
33,848
+1,173
| +4% | +$70.9K | 0.01% | 661 |
|
|
2022
Q2 | $1.91M | Sell |
32,675
-1,029
| -3% | -$60K | 0.01% | 688 |
|
|
2022
Q1 | $2.44M | Sell |
33,704
-236
| -0.7% | -$17.1K | 0.01% | 670 |
|
|
2021
Q4 | $2.39M | Sell |
33,940
-7,042
| -17% | -$495K | 0.01% | 702 |
|
|
2021
Q3 | $2.27M | Sell |
40,982
-3,226
| -7% | -$179K | 0.01% | 724 |
|
|
2021
Q2 | $2.35M | Hold |
44,208
| – | – | 0.01% | 681 |
|
|
2021
Q1 | $2.02M | Hold |
44,208
| – | – | 0.01% | 696 |
|
|
2020
Q4 | $2.1M | Sell |
44,208
-11,463
| -21% | -$543K | 0.01% | 725 |
|
|
2020
Q3 | $2.52M | Sell |
55,671
-42,854
| -43% | -$1.94M | 0.02% | 633 |
|
|
2020
Q2 | $4.02M | Sell |
98,525
-5,649
| -5% | -$230K | 0.03% | 435 |
|
|
2020
Q1 | $3.77M | Buy |
104,174
+61,330
| +143% | +$2.22M | 0.04% | 436 |
|
|
2019
Q4 | $1.69M | Buy |
42,844
+28,246
| +193% | +$1.11M | 0.01% | 711 |
|
|
2019
Q3 | $526K | Hold |
14,598
| – | – | ﹤0.01% | 899 |
|
|
2019
Q2 | $489K | Buy |
14,598
+514
| +4% | +$17.2K | ﹤0.01% | 918 |
|
|
2019
Q1 | $416K | Sell |
14,084
-2,434
| -15% | -$71.9K | ﹤0.01% | 925 |
|
|
2018
Q4 | $455K | Buy |
16,518
+626
| +4% | +$17.2K | ﹤0.01% | 900 |
|
|
2018
Q3 | $470K | Hold |
15,892
| – | – | ﹤0.01% | 947 |
|
|
2018
Q2 | $441K | Buy |
15,892
+1,250
| +9% | +$34.7K | ﹤0.01% | 935 |
|
|
2018
Q1 | $372K | Buy |
14,642
+1,604
| +12% | +$40.8K | ﹤0.01% | 934 |
|
|
2017
Q4 | $335K | Buy |
13,038
+4,394
| +51% | +$113K | ﹤0.01% | 957 |
|
|
2017
Q3 | $208K | Hold |
8,644
| – | – | ﹤0.01% | 1015 |
|
|
2017
Q2 | $186K | Buy |
8,644
+810
| +10% | +$17.4K | ﹤0.01% | 1025 |
|
|
2017
Q1 | $163K | Hold |
7,834
| – | – | ﹤0.01% | 1075 |
|
|
2016
Q4 | $176K | Hold |
7,834
| – | – | ﹤0.01% | 1009 |
|
|
2016
Q3 | $148K | Buy |
7,834
+928
| +13% | +$17.5K | ﹤0.01% | 1036 |
|
|
2016
Q2 | $129K | Hold |
6,906
| – | – | ﹤0.01% | 1028 |
|
|
2016
Q1 | $124K | Hold |
6,906
| – | – | ﹤0.01% | 1042 |
|
|
2015
Q4 | $111K | Buy |
6,906
+3,846
| +126% | +$61.8K | ﹤0.01% | 1085 |
|
|
2015
Q3 | $47K | Buy |
3,060
+2,086
| +214% | +$32K | ﹤0.01% | 1123 |
|
|
2015
Q2 | $16K | Hold |
974
| – | – | ﹤0.01% | 1163 |
|
|
2015
Q1 | $16K | Buy |
+974
| New | +$16K | ﹤0.01% | 1163 |
|