Congress Asset Management’s Brown & Brown BRO Stock Holding History

Congress Asset Management’s Portfolio BRO Stock Details BRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$62.8M	Sell
2025 Q2	$93.2M	Sell
2025 Q1	$138M	Sell
2024 Q4	$130M	Sell
2024 Q3	$141M	Sell
2024 Q2	$123M	Sell
2024 Q1	$122M	Buy
2023 Q4	$82.4M	Buy