Corient Private Wealth’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 | $38.1M | Sell |
343,748
-80,364
| -19% | -$8.91M | 0.04% | 314 |
|
|
2025
Q1 | $52.8M | Buy |
424,112
+12,162
| +3% | +$1.51M | 0.09% | 212 |
|
|
2024
Q4 | $42M | Buy |
411,950
+26,065
| +7% | +$2.66M | 0.07% | 251 |
|
|
2024
Q3 | $40M | Sell |
385,885
-22,307
| -5% | -$2.31M | 0.06% | 277 |
|
|
2024
Q2 | $36.5M | Buy |
408,192
+99,744
| +32% | +$8.92M | 0.06% | 280 |
|
|
2024
Q1 | $27M | Buy |
308,448
+52,795
| +21% | +$4.62M | 0.05% | 332 |
|
|
2023
Q4 | $18.2M | Buy |
255,653
+15,976
| +7% | +$1.14M | 0.03% | 406 |
|
|
2023
Q3 | $16.7M | Buy |
239,677
+13,398
| +6% | +$936K | 0.04% | 384 |
|
|
2023
Q2 | $15.6M | Buy |
226,279
+43,370
| +24% | +$2.99M | 0.04% | 392 |
|
|
2023
Q1 | $10.5M | Buy |
182,909
+173,485
| +1,841% | +$9.96M | 0.03% | 427 |
|
|
2022
Q4 | $537K | Buy |
+9,424
| New | +$537K | ﹤0.01% | 1114 |
|