Congress Asset Management’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 | $93.2M | Sell |
840,488
-270,233
| -24% | -$30M | 0.64% | 54 |
|
|
2025
Q1 | $138M | Sell |
1,110,721
-164,163
| -13% | -$20.4M | 1.03% | 25 |
|
|
2024
Q4 | $130M | Sell |
1,274,884
-87,125
| -6% | -$8.89M | 0.88% | 34 |
|
|
2024
Q3 | $141M | Sell |
1,362,009
-15,176
| -1% | -$1.57M | 0.96% | 28 |
|
|
2024
Q2 | $123M | Sell |
1,377,185
-20,411
| -1% | -$1.82M | 0.88% | 43 |
|
|
2024
Q1 | $122M | Buy |
1,397,596
+238,193
| +21% | +$20.9M | 0.87% | 48 |
|
|
2023
Q4 | $82.4M | Buy |
+1,159,403
| New | +$82.4M | 0.65% | 72 |
|