Callan Family Office’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 | $2.27M | Buy |
20,461
+13,391
| +189% | +$1.48M | 0.07% | 257 |
|
|
2025
Q1 | $880K | Sell |
7,070
-3,179
| -31% | -$395K | 0.07% | 235 |
|
|
2024
Q4 | $1.05M | Buy |
10,249
+4,137
| +68% | +$422K | 0.07% | 247 |
|
|
2024
Q3 | $633K | Buy |
6,112
+1,557
| +34% | +$161K | 0.11% | 93 |
|
|
2024
Q2 | $407K | Buy |
+4,555
| New | +$407K | 0.08% | 102 |
|