Capstone Investment Advisors’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 | – | Sell |
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|
2025
Q1 | $715K | Sell |
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|
2024
Q4 | $600K | Sell |
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|
2024
Q3 | $1.58M | Buy |
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|
2024
Q2 | $848K | Buy |
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|
2024
Q1 | $667K | Sell |
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|
2023
Q4 | $609K | Buy |
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|
2023
Q3 | $397K | Sell |
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|
2023
Q2 | $392K | Buy |
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|
2023
Q1 | $107K | Buy |
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|
2022
Q3 | – | Hold |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $0 | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $3K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $589K | Sell |
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|
2017
Q1 | $2.8M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1.53M | Buy |
|