Harvest Fund Management’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 | $330K | Sell |
2,973
-6,022
| -67% | -$668K | 0.02% | 286 |
|
|
2025
Q1 | $1.12M | Buy |
8,995
+3,357
| +60% | +$418K | 0.06% | 181 |
|
|
2024
Q4 | $575K | Buy |
5,638
+1,124
| +25% | +$115K | 0.03% | 308 |
|
|
2024
Q3 | $468K | Sell |
4,514
-8
| -0.2% | -$829 | 0.03% | 248 |
|
|
2024
Q2 | $404K | Buy |
4,522
+1,682
| +59% | +$150K | 0.03% | 255 |
|
|
2024
Q1 | $248K | Buy |
2,840
+2,729
| +2,459% | +$238K | 0.02% | 295 |
|
|
2023
Q4 | $8K | Hold |
111
| – | – | ﹤0.01% | 546 |
|
|
2023
Q3 | $8K | Hold |
111
| – | – | ﹤0.01% | 537 |
|
|
2023
Q2 | $8K | Buy |
+111
| New | +$8K | ﹤0.01% | 571 |
|
|
2021
Q1 | – | Sell |
-547
| Closed | -$25K | – | 806 |
|
|
2020
Q4 | $25K | Hold |
547
| – | – | ﹤0.01% | 457 |
|
|
2020
Q3 | $25K | Hold |
547
| – | – | ﹤0.01% | 467 |
|
|
2020
Q2 | $22K | Sell |
547
-1,599
| -75% | -$64.3K | ﹤0.01% | 418 |
|
|
2020
Q1 | $77K | Buy |
2,146
+1,068
| +99% | +$38.3K | 0.01% | 244 |
|
|
2019
Q4 | $44K | Hold |
1,078
| – | – | ﹤0.01% | 292 |
|
|
2019
Q3 | $39K | Buy |
+1,078
| New | +$39K | 0.01% | 297 |
|