Benjamin Edwards Inc’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 | $6.65M | Sell |
59,950
-27,035
| -31% | -$3M | 0.08% | 221 |
|
|
2025
Q1 | $10.8M | Sell |
86,985
-6,507
| -7% | -$809K | 0.15% | 151 |
|
|
2024
Q4 | $9.54M | Sell |
93,492
-2,291
| -2% | -$234K | 0.14% | 169 |
|
|
2024
Q3 | $9.92M | Buy |
95,783
+94,457
| +7,123% | +$9.79M | 0.14% | 165 |
|
|
2024
Q2 | $119K | Sell |
1,326
-423
| -24% | -$38K | 0.02% | 404 |
|
|
2024
Q1 | $153K | Sell |
1,749
-32
| -2% | -$2.8K | 0.03% | 371 |
|
|
2023
Q4 | $127K | Buy |
1,781
+3
| +0.2% | +$214 | 0.03% | 389 |
|
|
2023
Q3 | $124K | Sell |
1,778
-47
| -3% | -$3.28K | 0.03% | 360 |
|
|
2023
Q2 | $126K | Sell |
1,825
-304
| -14% | -$21K | 0.03% | 352 |
|
|
2023
Q1 | $122K | Sell |
2,129
-6
| -0.3% | -$344 | 0.03% | 342 |
|
|
2022
Q4 | $122K | Sell |
2,135
-208
| -9% | -$11.9K | 0.03% | 330 |
|
|
2022
Q3 | $142K | Buy |
2,343
+46
| +2% | +$2.79K | 0.04% | 294 |
|
|
2022
Q2 | $134K | Buy |
2,297
+21
| +0.9% | +$1.23K | 0.04% | 299 |
|
|
2022
Q1 | $164K | Hold |
2,276
| – | – | 0.05% | 293 |
|
|
2021
Q4 | $160K | Buy |
2,276
+1,301
| +133% | +$91.5K | 0.05% | 286 |
|
|
2021
Q3 | $54K | Buy |
+975
| New | +$54K | 0.03% | 291 |
|