Heron Bay Capital Management’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
Q2 | $9.97M | Sell |
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|
2025
Q1 | $12.2M | Sell |
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|
2024
Q4 | $10.1M | Sell |
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|
2024
Q3 | $10.2M | Sell |
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|
2024
Q2 | $9.89M | Buy |
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|
2024
Q1 | $9.65M | Buy |
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|
2023
Q4 | $7.8M | Sell |
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|
2023
Q3 | $7.71M | Buy |
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|
2023
Q2 | $6.58M | Buy |
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|
2023
Q1 | $4.74M | Buy |
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|
2022
Q4 | $723K | Buy |
|