Fidelis Capital Partners’s Brown & Brown BRO Stock Holding History

Fidelis Capital Partners’s Portfolio BRO Stock Details BRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$531K	Buy
2025 Q2	$512K	Buy
2025 Q1	$599K	Sell
2024 Q4	$567K	Buy
2024 Q3	$569K	Sell
2024 Q2	$541K	Buy
2024 Q1	$475K	Buy
2023 Q4	$339K	Buy
2023 Q3	$314K	Sell
2023 Q2	$336K	Buy
2023 Q1	$261K	Buy