Everence Capital Management’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 | $1.58M | Hold |
14,270
| – | – | 0.1% | 171 |
|
2025
Q1 | $1.78M | Hold |
14,270
| – | – | 0.12% | 149 |
|
2024
Q4 | $1.46M | Sell |
14,270
-770
| -5% | -$78.6K | 0.09% | 173 |
|
2024
Q3 | $1.56M | Hold |
15,040
| – | – | 0.1% | 159 |
|
2024
Q2 | $1.23K | Hold |
15,040
| – | – | 0.09% | 192 |
|
2024
Q1 | $1.32K | Hold |
15,040
| – | – | 0.09% | 189 |
|
2023
Q4 | $1.07M | Hold |
15,040
| – | – | 0.08% | 216 |
|
2023
Q3 | $1.05K | Hold |
15,040
| – | – | 0.08% | 201 |
|
2023
Q2 | $937K | Hold |
15,040
| – | – | 0.08% | 214 |
|
2023
Q1 | $864 | Hold |
15,040
| – | – | 0.07% | 246 |
|
2022
Q4 | $857 | Buy |
+15,040
| New | +$857 | 0.07% | 228 |
|