Fidelis Capital Partners’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 | $512K | Buy |
5,579
+349
| +7% | +$32K | 0.05% | 254 |
|
|
2025
Q1 | $599K | Sell |
5,230
-143
| -3% | -$16.4K | 0.06% | 226 |
|
|
2024
Q4 | $567K | Buy |
5,373
+8
| +0.1% | +$844 | 0.06% | 237 |
|
|
2024
Q3 | $569K | Sell |
5,365
-107
| -2% | -$11.3K | 0.07% | 218 |
|
|
2024
Q2 | $541K | Buy |
5,472
+47
| +0.9% | +$4.64K | 0.08% | 205 |
|
|
2024
Q1 | $475K | Buy |
5,425
+653
| +14% | +$57.2K | 0.07% | 217 |
|
|
2023
Q4 | $339K | Buy |
4,772
+276
| +6% | +$19.6K | 0.08% | 227 |
|
|
2023
Q3 | $314K | Sell |
4,496
-391
| -8% | -$27.3K | 0.11% | 189 |
|
|
2023
Q2 | $336K | Buy |
4,887
+898
| +23% | +$61.8K | 0.12% | 178 |
|
|
2023
Q1 | $261K | Buy |
+3,989
| New | +$261K | 0.11% | 202 |
|