Bleakley Financial 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 Q1	–	Sell	-3,162	Closed	-$323K	–	572
2024 Q4	$323K	Buy	3,162 +103	+3%	+$10.5K	0.01%	768
2024 Q3	$317K	Buy	3,059 +554	+22%	+$57.4K	0.01%	744
2024 Q2	$224K	Buy	2,505 +132	+6%	+$11.8K	0.01%	854
2024 Q1	$208K	Buy	+2,373	New	+$208K	0.01%	886