Edmond de Rothschild Holding’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 | $205K | Hold |
1,849
| – | – | ﹤0.01% | 377 |
|
|
2025
Q1 | $230K | Sell |
1,849
-1,821
| -50% | -$227K | ﹤0.01% | 378 |
|
|
2024
Q4 | $374K | Sell |
3,670
-1,070
| -23% | -$109K | 0.01% | 355 |
|
|
2024
Q3 | $491K | Hold |
4,740
| – | – | 0.01% | 338 |
|
|
2024
Q2 | $424K | Hold |
4,740
| – | – | 0.01% | 359 |
|
|
2024
Q1 | $415K | Hold |
4,740
| – | – | 0.01% | 378 |
|
|
2023
Q4 | $337K | Buy |
+4,740
| New | +$337K | 0.01% | 389 |
|