Brinker Capital 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 | $1.39M | Buy |
12,518
+2,409
| +24% | +$267K | 0.01% | 996 |
|
|
2025
Q1 | $1.26M | Buy |
10,109
+6,841
| +209% | +$851K | 0.01% | 958 |
|
|
2024
Q4 | $333K | Sell |
3,268
-280
| -8% | -$28.6K | ﹤0.01% | 1507 |
|
|
2024
Q3 | $368K | Sell |
3,548
-41
| -1% | -$4.25K | ﹤0.01% | 1438 |
|
|
2024
Q2 | $321K | Sell |
3,589
-116
| -3% | -$10.4K | ﹤0.01% | 1441 |
|
|
2024
Q1 | $324K | Buy |
3,705
+529
| +17% | +$46.3K | ﹤0.01% | 1428 |
|
|
2023
Q4 | $229K | Buy |
+3,176
| New | +$229K | ﹤0.01% | 1518 |
|
|
2016
Q4 | – | Sell |
-2
| Closed | – | – | 498 |
|
|
2016
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 502 |
|
|
2016
Q1 | – | Sell |
-4
| Closed | – | – | 430 |
|
|
2015
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 588 |
|
|
2013
Q3 | – | Sell |
-19,386
| Closed | -$313K | – | 369 |
|
|
2013
Q2 | $313K | Buy |
+19,386
| New | +$313K | 0.01% | 235 |
|