Brinker Capital Investments’s Brown & Brown BRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.39M Buy
2025
Q1
$1.26M Buy
2024
Q4
$333K Sell
2024
Q3
$368K Sell
2024
Q2
$321K Sell
2024
Q1
$324K Buy
2023
Q4
$229K Buy
2016
Q4
Sell
2016
Q3
$0 Buy
2016
Q1
Sell
2015
Q4
$0 Buy
2013
Q3
Sell
2013
Q2
$313K Buy