Ballentine Partners’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 | $407K | Buy |
3,672
+24
| +0.7% | +$2.66K | 0.01% | 554 |
|
|
2025
Q1 | $454K | Buy |
3,648
+159
| +5% | +$19.8K | 0.01% | 478 |
|
|
2024
Q4 | $356K | Buy |
3,489
+29
| +0.8% | +$2.96K | 0.01% | 530 |
|
|
2024
Q3 | $358K | Buy |
3,460
+11
| +0.3% | +$1.14K | 0.01% | 529 |
|
|
2024
Q2 | $308K | Buy |
3,449
+86
| +3% | +$7.69K | 0.01% | 552 |
|
|
2024
Q1 | $294K | Buy |
3,363
+67
| +2% | +$5.87K | 0.01% | 535 |
|
|
2023
Q4 | $234K | Buy |
+3,296
| New | +$234K | ﹤0.01% | 583 |
|