Heron Bay Capital 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 | $9.97M | Sell |
89,889
-7,979
| -8% | -$885K | 1.96% | 18 |
|
|
2025
Q1 | $12.2M | Sell |
97,868
-716
| -0.7% | -$89.1K | 2.56% | 16 |
|
|
2024
Q4 | $10.1M | Sell |
98,584
-275
| -0.3% | -$28.1K | 2.1% | 20 |
|
|
2024
Q3 | $10.2M | Sell |
98,859
-11,740
| -11% | -$1.22M | 2.15% | 19 |
|
|
2024
Q2 | $9.89M | Buy |
110,599
+366
| +0.3% | +$32.7K | 2.11% | 20 |
|
|
2024
Q1 | $9.65M | Buy |
110,233
+487
| +0.4% | +$42.6K | 2.05% | 21 |
|
|
2023
Q4 | $7.8M | Sell |
109,746
-639
| -0.6% | -$45.4K | 1.81% | 20 |
|
|
2023
Q3 | $7.71M | Buy |
110,385
+14,768
| +15% | +$1.03M | 2.08% | 19 |
|
|
2023
Q2 | $6.58M | Buy |
95,617
+13,146
| +16% | +$905K | 1.83% | 23 |
|
|
2023
Q1 | $4.74M | Buy |
82,471
+69,782
| +550% | +$4.01M | 1.84% | 22 |
|
|
2022
Q4 | $723K | Buy |
+12,689
| New | +$723K | 0.45% | 43 |
|