Horizon Investments’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 | $857K | Buy |
7,740
+4,334
| +127% | +$480K | 0.01% | 603 |
|
|
2025
Q1 | $423K | Buy |
3,406
+167
| +5% | +$20.7K | 0.01% | 401 |
|
|
2024
Q4 | $330K | Buy |
3,239
+27
| +0.8% | +$2.75K | 0.01% | 434 |
|
|
2024
Q3 | $332K | Sell |
3,212
-164
| -5% | -$17K | 0.01% | 432 |
|
|
2024
Q2 | $301K | Buy |
3,376
+45
| +1% | +$4.02K | 0.01% | 446 |
|
|
2024
Q1 | $291K | Sell |
3,331
-8
| -0.2% | -$699 | 0.01% | 452 |
|
|
2023
Q4 | $237K | Sell |
3,339
-263
| -7% | -$18.7K | 0.01% | 485 |
|
|
2023
Q3 | $251K | Sell |
3,602
-58
| -2% | -$4.04K | 0.01% | 454 |
|
|
2023
Q2 | $252K | Buy |
3,660
+590
| +19% | +$40.6K | 0.01% | 460 |
|
|
2023
Q1 | $176K | Buy |
+3,070
| New | +$176K | 0.01% | 539 |
|
|
2022
Q2 | – | Sell |
-8,375
| Closed | -$604K | – | 469 |
|
|
2022
Q1 | $604K | Buy |
8,375
+1,902
| +29% | +$137K | 0.02% | 307 |
|
|
2021
Q4 | $454K | Buy |
+6,473
| New | +$454K | 0.01% | 342 |
|