Ascent Group’s Brown & Brown BRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$331K Sell
2025
Q2
$580K Sell
2025
Q1
$722K Buy
2024
Q4
$319K Buy
2024
Q3
$282K Buy
2024
Q2
$233K Buy
2023
Q1
Sell
2022
Q4
$268K Sell
2022
Q3
$357K Buy
2022
Q2
$221K Buy