Greenleaf Trust’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.4M | Sell |
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|
2025
Q2 | $1.69M | Sell |
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|
2025
Q1 | $1.92M | Sell |
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|
2024
Q4 | $1.58M | Buy |
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|
2024
Q3 | $1.59M | Buy |
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|
2024
Q2 | $351K | Buy |
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|
2024
Q1 | $334K | Buy |
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|
2023
Q4 | $266K | Sell |
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|
2023
Q3 | $280K | Buy |
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|
2023
Q2 | $233K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $211K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $201K | Buy |
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