Dundas 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 | $55.8M | Hold |
503,111
| – | – | 3.88% | 7 |
|
|
2025
Q1 | $62.6M | Hold |
503,111
| – | – | 4.61% | 4 |
|
|
2024
Q4 | $51.3M | Buy |
503,111
+23,906
| +5% | +$2.44M | 3.6% | 9 |
|
|
2024
Q3 | $49.6M | Hold |
479,205
| – | – | 3.57% | 6 |
|
|
2024
Q2 | $42.8M | Buy |
479,205
+4,528
| +1% | +$405K | 3.32% | 8 |
|
|
2024
Q1 | $41.6M | Buy |
474,677
+29,754
| +7% | +$2.6M | 3.27% | 9 |
|
|
2023
Q4 | $31.6M | Buy |
444,923
+6,943
| +2% | +$494K | 2.76% | 19 |
|
|
2023
Q3 | $30.6M | Hold |
437,980
| – | – | 3.01% | 16 |
|
|
2023
Q2 | $30.2M | Hold |
437,980
| – | – | 2.84% | 17 |
|
|
2023
Q1 | $25.1M | Buy |
437,980
+11
| +0% | +$632 | 2.63% | 23 |
|
|
2022
Q4 | $25M | Buy |
437,969
+8,280
| +2% | +$472K | 2.71% | 24 |
|
|
2022
Q3 | $26M | Hold |
429,689
| – | – | 3.02% | 17 |
|
|
2022
Q2 | $25.1M | Hold |
429,689
| – | – | 2.71% | 20 |
|
|
2022
Q1 | $31.1M | Buy |
429,689
+83,072
| +24% | +$6M | 2.82% | 15 |
|
|
2021
Q4 | $23.6M | Buy |
+346,617
| New | +$23.6M | 2.94% | 15 |
|