FORA Capital’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,689
| Closed | -$580K | – | 510 |
|
|
2024
Q4 | $580K | Buy |
+5,689
| New | +$580K | 0.07% | 252 |
|
|
2023
Q4 | – | Sell |
-3,361
| Closed | -$235K | – | 450 |
|
|
2023
Q3 | $235K | Buy |
+3,361
| New | +$235K | 0.02% | 416 |
|
|
2023
Q2 | – | Sell |
-18,870
| Closed | -$1.08M | – | 373 |
|
|
2023
Q1 | $1.08M | Buy |
18,870
+14,910
| +377% | +$856K | 0.11% | 238 |
|
|
2022
Q4 | $226K | Sell |
3,960
-6,534
| -62% | -$372K | 0.04% | 424 |
|
|
2022
Q3 | $635K | Buy |
+10,494
| New | +$635K | 0.12% | 223 |
|
|
2021
Q3 | – | Sell |
-10,108
| Closed | -$537K | – | 428 |
|
|
2021
Q2 | $537K | Buy |
+10,108
| New | +$537K | 0.1% | 241 |
|
|
2021
Q1 | – | Sell |
-2,308
| Closed | -$109K | – | 796 |
|
|
2020
Q4 | $109K | Sell |
2,308
-3,415
| -60% | -$161K | 0.02% | 648 |
|
|
2020
Q3 | $259K | Buy |
+5,723
| New | +$259K | 0.17% | 133 |
|
|
2020
Q2 | – | Sell |
-16,597
| Closed | -$601K | – | 917 |
|
|
2020
Q1 | $601K | Buy |
16,597
+9,329
| +128% | +$338K | 0.13% | 205 |
|
|
2019
Q4 | $287K | Buy |
+7,268
| New | +$287K | 0.03% | 532 |
|