Cumberland Partners’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 | $1.94M | Buy |
+17,500
| New | +$1.94M | 0.13% | 103 |
|
|
2023
Q1 | – | Sell |
-11,000
| Closed | -$627K | – | 166 |
|
|
2022
Q4 | $627K | Sell |
11,000
-3,000
| -21% | -$171K | 0.07% | 127 |
|
|
2022
Q3 | $847K | Buy |
14,000
+4,000
| +40% | +$242K | 0.09% | 114 |
|
|
2022
Q2 | $583K | Buy |
+10,000
| New | +$583K | 0.06% | 129 |
|
|
2022
Q1 | – | Sell |
-16,500
| Closed | -$1.16M | – | 178 |
|
|
2021
Q4 | $1.16M | Sell |
16,500
-1,000
| -6% | -$70.3K | 0.08% | 121 |
|
|
2021
Q3 | $970K | Hold |
17,500
| – | – | 0.08% | 127 |
|
|
2021
Q2 | $930K | Buy |
17,500
+1,000
| +6% | +$53.1K | 0.07% | 127 |
|
|
2021
Q1 | $754K | Buy |
+16,500
| New | +$754K | 0.06% | 135 |
|