HighPoint Advisor Group’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
$420K Sell
3,791
-479
-11% -$53.1K 0.02% 420
2025
Q1
$461K Sell
4,270
-362
-8% -$39.1K 0.03% 377
2024
Q4
$504K Buy
4,632
+509
+12% +$55.4K 0.03% 376
2024
Q3
$429K Buy
4,123
+21
+0.5% +$2.19K 0.03% 386
2024
Q2
$410K Buy
4,102
+49
+1% +$4.9K 0.02% 395
2024
Q1
$355K Sell
4,053
-2
-0% -$175 0.03% 422
2023
Q4
$348K Buy
+4,055
New +$348K 0.02% 432