Forte 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
Q2
$7.85M Buy
70,802
+812
+1% +$90K 0.84% 36
2025
Q1
$8.71M Buy
69,990
+94
+0.1% +$11.7K 1.03% 31
2024
Q4
$7.13M Buy
69,896
+1,367
+2% +$139K 0.8% 35
2024
Q3
$7.1M Sell
68,529
-435
-0.6% -$45.1K 0.8% 34
2024
Q2
$6.17M Buy
68,964
+883
+1% +$78.9K 0.74% 38
2024
Q1
$5.96M Buy
68,081
+1,433
+2% +$125K 0.74% 40
2023
Q4
$4.74M Buy
66,648
+20,675
+45% +$1.47M 0.65% 41
2023
Q3
$3.21M Buy
+45,973
New +$3.21M 0.49% 47