Evermay Wealth 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 | $1.83M | Hold |
16,495
| – | – | 0.23% | 44 |
|
|
2025
Q1 | $2.05M | Sell |
16,495
-485
| -3% | -$60.3K | 0.27% | 42 |
|
|
2024
Q4 | $1.73M | Hold |
16,980
| – | – | 0.26% | 44 |
|
|
2024
Q3 | $1.76M | Hold |
16,980
| – | – | 0.28% | 47 |
|
|
2024
Q2 | $1.52M | Hold |
16,980
| – | – | 0.24% | 53 |
|
|
2024
Q1 | $1.49M | Sell |
16,980
-5
| -0% | -$438 | 0.22% | 54 |
|
|
2023
Q4 | $1.21M | Buy |
16,985
+5
| +0% | +$356 | 0.22% | 48 |
|
|
2023
Q3 | $1.19M | Hold |
16,980
| – | – | 0.24% | 48 |
|
|
2023
Q2 | $1.17M | Hold |
16,980
| – | – | 0.23% | 45 |
|
|
2023
Q1 | $975K | Hold |
16,980
| – | – | 0.2% | 57 |
|
|
2022
Q4 | $967K | Sell |
16,980
-1,500
| -8% | -$85.5K | 0.2% | 59 |
|
|
2022
Q3 | $1.12M | Hold |
18,480
| – | – | 0.22% | 49 |
|
|
2022
Q2 | $1.08M | Hold |
18,480
| – | – | 0.21% | 52 |
|
|
2022
Q1 | $1.34M | Buy |
+18,480
| New | +$1.34M | 0.22% | 49 |
|