Congress Wealth 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 | $12.2M | Sell |
112,312
-13,469
| -11% | -$1.46M | 0.12% | 209 |
|
|
2025
Q1 | $15.3M | Sell |
125,781
-16,002
| -11% | -$1.95M | 0.18% | 141 |
|
|
2024
Q4 | $14.5M | Sell |
141,783
-2,225
| -2% | -$227K | 0.2% | 149 |
|
|
2024
Q3 | $14.9M | Buy |
144,008
+1,780
| +1% | +$184K | 0.2% | 154 |
|
|
2024
Q2 | $12.7M | Buy |
142,228
+5,189
| +4% | +$464K | 0.2% | 143 |
|
|
2024
Q1 | $12M | Buy |
137,039
+6,744
| +5% | +$590K | 0.21% | 145 |
|
|
2023
Q4 | $9.27M | Buy |
+130,295
| New | +$9.27M | 0.17% | 162 |
|