Close Asset Management’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
$14.4M Sell
2025
Q1
$156M Sell
2024
Q4
$139M Hold
2024
Q3
$142M Buy
2024
Q2
$119M Buy
2024
Q1
$117M Buy
2023
Q4
$94.8M Buy
2023
Q3
$92.8M Buy
2023
Q2
$89.8M Buy
2023
Q1
$74.6M Hold
2022
Q4
$74M Buy
2022
Q3
$62.3M Buy
2022
Q2
$59.6M Buy