Atria Investments’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 | $4.18M | Buy |
37,679
+23
| +0.1% | +$2.55K | 0.05% | 432 |
|
|
2025
Q1 | $4.68M | Buy |
37,656
+4,837
| +15% | +$602K | 0.06% | 391 |
|
|
2024
Q4 | $3.35M | Sell |
32,819
-2,221
| -6% | -$227K | 0.04% | 486 |
|
|
2024
Q3 | $3.63M | Buy |
35,040
+4,397
| +14% | +$456K | 0.05% | 456 |
|
|
2024
Q2 | $2.74M | Buy |
30,643
+6,942
| +29% | +$621K | 0.04% | 534 |
|
|
2024
Q1 | $2.07M | Buy |
23,701
+3,780
| +19% | +$331K | 0.03% | 638 |
|
|
2023
Q4 | $1.42M | Sell |
19,921
-3,658
| -16% | -$260K | 0.02% | 741 |
|
|
2023
Q3 | $1.65M | Buy |
23,579
+595
| +3% | +$41.6K | 0.03% | 648 |
|
|
2023
Q2 | $1.58M | Buy |
+22,984
| New | +$1.58M | 0.03% | 646 |
|
|
2020
Q1 | – | Sell |
-10,085
| Closed | -$398K | – | 625 |
|
|
2019
Q4 | $398K | Sell |
10,085
-6,406
| -39% | -$253K | 0.01% | 870 |
|
|
2019
Q3 | $595K | Buy |
16,491
+3,025
| +22% | +$109K | 0.02% | 544 |
|
|
2019
Q2 | $487K | Buy |
13,466
+4,957
| +58% | +$179K | 0.02% | 589 |
|
|
2019
Q1 | $251K | Buy |
+8,509
| New | +$251K | 0.01% | 775 |
|