Benchmark Investment Advisors’s Brown & Brown BRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$1.32M Sell
10,648
-5,893
-36% -$733K 0.86% 34
2024
Q4
$1.69M Buy
16,541
+10,111
+157% +$1.03M 1.1% 24
2024
Q3
$666K Buy
6,430
+3,047
+90% +$316K 0.47% 51
2024
Q2
$302K Buy
+3,383
New +$302K 0.22% 74