Cumberland Partners’s Brown & Brown BRO Stock Holding History

Cumberland Partners’s Portfolio BRO Stock Details BRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$1.94M	Buy
2023 Q1	–	Sell
2022 Q4	$627K	Sell
2022 Q3	$847K	Buy
2022 Q2	$583K	Buy
2022 Q1	–	Sell
2021 Q4	$1.16M	Sell
2021 Q3	$970K	Hold
2021 Q2	$930K	Buy
2021 Q1	$754K	Buy