Ascent 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 | $580K | Sell |
5,230
-574
| -10% | -$63.6K | 0.02% | 443 |
|
|
2025
Q1 | $722K | Buy |
5,804
+2,676
| +86% | +$333K | 0.03% | 386 |
|
|
2024
Q4 | $319K | Buy |
3,128
+406
| +15% | +$41.4K | 0.02% | 451 |
|
|
2024
Q3 | $282K | Buy |
2,722
+117
| +4% | +$12.1K | 0.02% | 451 |
|
|
2024
Q2 | $233K | Buy |
+2,605
| New | +$233K | 0.02% | 472 |
|
|
2023
Q1 | – | Sell |
-4,712
| Closed | -$268K | – | 472 |
|
|
2022
Q4 | $268K | Sell |
4,712
-1,362
| -22% | -$77.6K | 0.03% | 407 |
|
|
2022
Q3 | $357K | Buy |
6,074
+2,672
| +79% | +$157K | 0.04% | 340 |
|
|
2022
Q2 | $221K | Buy |
+3,402
| New | +$221K | 0.03% | 445 |
|