Access Investment Management’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 | $1.11M | Buy |
+10,000
| New | +$1.11M | 0.32% | 49 |
|
|
2024
Q4 | $2.55M | Hold |
25,000
| – | – | 0.74% | 39 |
|
|
2024
Q3 | $2.59M | Sell |
25,000
-11,213
| -31% | -$1.16M | 0.79% | 37 |
|
|
2024
Q2 | $3.24M | Buy |
36,213
+95
| +0.3% | +$8.49K | 1.05% | 31 |
|
|
2024
Q1 | $3.16M | Buy |
36,118
+15
| +0% | +$1.31K | 1.04% | 29 |
|
|
2023
Q4 | $2.57M | Buy |
+36,103
| New | +$2.57M | 0.96% | 33 |
|