Glenview Trust’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
$1.03M Sell
9,304
-233
-2% -$25.8K 0.02% 273
2025
Q1
$1.19M Sell
9,537
-212
-2% -$26.4K 0.02% 255
2024
Q4
$995K Buy
9,749
+701
+8% +$71.5K 0.02% 273
2024
Q3
$937K Hold
9,048
0.02% 275
2024
Q2
$809K Sell
9,048
-763
-8% -$68.2K 0.02% 276
2024
Q1
$859K Buy
9,811
+151
+2% +$13.2K 0.02% 272
2023
Q4
$687K Sell
9,660
-663
-6% -$47.1K 0.02% 293
2023
Q3
$721K Sell
10,323
-800
-7% -$55.9K 0.02% 267
2023
Q2
$766K Buy
11,123
+1,135
+11% +$78.1K 0.02% 263
2023
Q1
$574K Buy
9,988
+398
+4% +$22.9K 0.02% 299
2022
Q4
$546K Buy
9,590
+1,279
+15% +$72.9K 0.02% 292
2022
Q3
$503K Buy
8,311
+857
+11% +$51.9K 0.02% 278
2022
Q2
$435K Hold
7,454
0.02% 304
2022
Q1
$539K Hold
7,454
0.02% 288
2021
Q4
$524K Hold
7,454
0.02% 286
2021
Q3
$413K Hold
7,454
0.02% 289
2021
Q2
$396K Hold
7,454
0.02% 306
2021
Q1
$341K Hold
7,454
0.01% 320
2020
Q4
$353K Hold
7,454
0.02% 278
2020
Q3
$337K Hold
7,454
0.02% 263
2020
Q2
$304K Hold
7,454
0.02% 275
2020
Q1
$270K Hold
7,454
0.02% 273
2019
Q4
$294K Hold
7,454
0.02% 293
2019
Q3
$269K Sell
7,454
-3,378
-31% -$122K 0.02% 301
2019
Q2
$363K Hold
10,832
0.02% 265
2019
Q1
$320K Hold
10,832
0.02% 275
2018
Q4
$299K Hold
10,832
0.02% 276
2018
Q3
$320K Hold
10,832
0.02% 277
2018
Q2
$300K Hold
10,832
0.02% 263
2018
Q1
$276K Hold
10,832
0.02% 290
2017
Q4
$279K Hold
10,832
0.02% 300
2017
Q3
$261K Hold
10,832
0.02% 301
2017
Q2
$233K Hold
10,832
0.02% 297
2017
Q1
$226K Hold
10,832
0.02% 298
2016
Q4
$243K Buy
+10,832
New +$243K 0.02% 279