Geneva 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
Q1
Sell
-6,035
Closed -$616K 63
2024
Q4
$616K Buy
6,035
+1,120
+23% +$114K 0.25% 54
2024
Q3
$509K Buy
+4,915
New +$509K 0.22% 56