Ethic Inc’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 | $3.29M | Buy |
30,059
+1,784
| +6% | +$195K | 0.06% | 320 |
|
|
2025
Q1 | $3.51M | Buy |
28,275
+3,848
| +16% | +$478K | 0.07% | 287 |
|
|
2024
Q4 | $2.49M | Buy |
24,427
+5,079
| +26% | +$518K | 0.05% | 364 |
|
|
2024
Q3 | $1.69M | Buy |
19,348
+1,219
| +7% | +$107K | 0.04% | 431 |
|
|
2024
Q2 | $1.62M | Sell |
18,129
-1,219
| -6% | -$109K | 0.04% | 443 |
|
|
2024
Q1 | $1.69M | Buy |
19,348
+4,517
| +30% | +$395K | 0.04% | 432 |
|
|
2023
Q4 | $1.05M | Buy |
14,831
+5,175
| +54% | +$368K | 0.03% | 525 |
|
|
2023
Q3 | $674K | Buy |
9,656
+983
| +11% | +$68.7K | 0.02% | 585 |
|
|
2023
Q2 | $597K | Buy |
8,673
+1,805
| +26% | +$124K | 0.02% | 597 |
|
|
2023
Q1 | $394K | Buy |
6,868
+3,287
| +92% | +$189K | 0.02% | 720 |
|
|
2022
Q4 | $204K | Sell |
3,581
-1,702
| -32% | -$97K | 0.01% | 829 |
|
|
2022
Q3 | $320K | Sell |
5,283
-123
| -2% | -$7.45K | 0.02% | 618 |
|
|
2022
Q2 | $315K | Buy |
5,406
+2,539
| +89% | +$148K | 0.02% | 608 |
|
|
2022
Q1 | $207K | Buy |
+2,867
| New | +$207K | 0.01% | 700 |
|