Corient Private Wealth’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.1M | Sell |
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|
2025
Q1 | $52.8M | Buy |
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|
2024
Q4 | $42M | Buy |
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|
2024
Q3 | $40M | Sell |
|
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|
2024
Q2 | $36.5M | Buy |
|
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|
2024
Q1 | $27M | Buy |
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|
2023
Q4 | $18.2M | Buy |
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|
2023
Q3 | $16.7M | Buy |
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|
2023
Q2 | $15.6M | Buy |
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|
2023
Q1 | $10.5M | Buy |
|
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|
2022
Q4 | $537K | Buy |
|