Cooper Investors’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 | $10.3M | Sell |
92,540
-11,993
| -11% | -$1.33M | 1.87% | 20 |
|
|
2025
Q1 | $13M | Sell |
104,533
-17,632
| -14% | -$2.19M | 2.11% | 21 |
|
|
2024
Q4 | $12.5M | Sell |
122,165
-24,516
| -17% | -$2.5M | 1.96% | 22 |
|
|
2024
Q3 | $15.2M | Hold |
146,681
| – | – | 2.26% | 18 |
|
|
2024
Q2 | $13.1M | Hold |
146,681
| – | – | 1.99% | 20 |
|
|
2024
Q1 | $12.8M | Sell |
146,681
-6,700
| -4% | -$587K | 0.74% | 29 |
|
|
2023
Q4 | $10.9M | Hold |
153,381
| – | – | 0.65% | 31 |
|
|
2023
Q3 | $10.6M | Buy |
+153,381
| New | +$10.6M | 0.84% | 24 |
|
|
2023
Q1 | $8.81M | Buy |
+153,381
| New | +$8.81M | 0.75% | 25 |
|