Cerity Partners’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 | $4.67M | Sell |
42,097
-7,178
| -15% | -$796K | 0.01% | 826 |
|
|
2025
Q1 | $6.13M | Buy |
49,275
+1,136
| +2% | +$141K | 0.01% | 658 |
|
|
2024
Q4 | $4.95M | Sell |
48,139
-6,113
| -11% | -$629K | 0.01% | 715 |
|
|
2024
Q3 | $5.62M | Buy |
54,252
+18,869
| +53% | +$1.95M | 0.01% | 654 |
|
|
2024
Q2 | $3.16M | Sell |
35,383
-29,807
| -46% | -$2.67M | 0.01% | 742 |
|
|
2024
Q1 | $5.71M | Buy |
65,190
+41,862
| +179% | +$3.66M | 0.02% | 612 |
|
|
2023
Q4 | $1.66M | Buy |
23,328
+14,210
| +156% | +$1.01M | 0.01% | 817 |
|
|
2023
Q3 | $637K | Sell |
9,118
-17,294
| -65% | -$1.21M | ﹤0.01% | 882 |
|
|
2023
Q2 | $1.82M | Buy |
26,412
+4,733
| +22% | +$326K | 0.01% | 748 |
|
|
2023
Q1 | $1.28M | Buy |
21,679
+1,290
| +6% | +$76.1K | ﹤0.01% | 878 |
|
|
2022
Q4 | $1.16M | Sell |
20,389
-18,250
| -47% | -$1.04M | 0.01% | 656 |
|
|
2022
Q3 | $2.34M | Sell |
38,639
-2,482
| -6% | -$150K | 0.03% | 349 |
|
|
2022
Q2 | $2.4M | Buy |
41,121
+10,264
| +33% | +$599K | 0.03% | 371 |
|
|
2022
Q1 | $2.23M | Buy |
+30,857
| New | +$2.23M | 0.03% | 313 |
|