Anchor Investment Management’s Brown & Brown BRO Stock Holding History

Anchor Investment Management’s Portfolio BRO Stock Details BRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$360K	Hold	3,251	–	–	0.03%	291
2025 Q1	$404K	Hold	3,251	–	–	0.04%	276
2024 Q4	$332K	Sell	3,251 -10	-0.3%	-$1.02K	0.03%	294
2024 Q3	$338K	Sell	3,261 -25	-0.8%	-$2.59K	0.03%	296
2024 Q2	$294K	Buy	3,286 +125	+4%	+$11.2K	0.03%	294
2024 Q1	$277K	Buy	3,161 +81	+3%	+$7.09K	0.03%	310
2023 Q4	$219K	Hold	3,080	–	–	0.03%	338
2023 Q3	$215K	Hold	3,080	–	–	0.03%	328
2023 Q2	$212K	Hold	3,080	–	–	0.03%	329
2023 Q1	$177K	Hold	3,080	–	–	0.02%	363
2022 Q4	$175K	Sell	3,080 -200	-6%	-$11.4K	0.03%	353
2022 Q3	$198K	Sell	3,280 -200	-6%	-$12.1K	0.03%	341
2022 Q2	$203K	Hold	3,480	–	–	0.03%	345
2022 Q1	$252K	Hold	3,480	–	–	0.03%	347
2021 Q4	$245K	Hold	3,480	–	–	0.03%	355
2021 Q3	$193K	Hold	3,480	–	–	0.03%	359
2021 Q2	$185K	Hold	3,480	–	–	0.03%	373
2021 Q1	$159K	Hold	3,480	–	–	0.02%	373
2020 Q4	$165K	Hold	3,480	–	–	0.03%	326
2020 Q3	$158K	Hold	3,480	–	–	0.03%	315
2020 Q2	$142K	Hold	3,480	–	–	0.03%	313
2020 Q1	$126K	Hold	3,480	–	–	0.03%	310
2019 Q4	$137K	Hold	3,480	–	–	0.03%	332
2019 Q3	$125K	Hold	3,480	–	–	0.03%	341
2019 Q2	$117K	Hold	3,480	–	–	0.03%	343
2019 Q1	$103K	Buy	3,480 +100	+3%	+$2.95K	0.03%	356
2018 Q4	$93.2K	Buy	3,380 +300	+10%	+$8.27K	0.03%	357
2018 Q3	$91.1K	Hold	3,080	–	–	0.02%	391
2018 Q2	$85.4K	Hold	3,080	–	–	0.02%	408
2018 Q1	$78.4K	Hold	3,080	–	–	0.02%	422
2017 Q4	$79.2K	Hold	3,080	–	–	0.02%	409
2017 Q3	$74.2K	Sell	3,080 -960	-24%	-$23.1K	0.02%	406
2017 Q2	$87K	Hold	4,040	–	–	0.03%	331
2017 Q1	$84.3K	Hold	4,040	–	–	0.03%	334
2016 Q4	$90.6K	Hold	4,040	–	–	0.03%	323
2016 Q3	$76.2K	Hold	4,040	–	–	0.03%	319
2016 Q2	$75.7K	Hold	4,040	–	–	0.03%	311
2016 Q1	$72.3K	Buy	+4,040	New	+$72.3K	0.03%	306