Hyperion Capital Advisors’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
$832K Hold
2025
Q1
$933K Hold
2024
Q4
$765K Hold
2024
Q3
$777K Hold
2024
Q2
$671K Hold
2024
Q1
$657K Hold
2023
Q4
$533K Hold
2023
Q3
$524K Hold
2023
Q2
$516K Sell
2023
Q1
$689K Sell
2022
Q4
$1.82M Hold
2022
Q3
$1.94M Hold
2022
Q2
$1.87M Hold
2022
Q1
$2.31M Hold
2021
Q4
$2.25M Hold
2021
Q3
$1.77M Hold
2021
Q2
$1.7M Hold
2021
Q1
$1.46M Hold
2020
Q4
$1.52M Hold
2020
Q3
$1.45M Hold
2020
Q2
$1.3M Hold
2020
Q1
$1.16M Hold
2019
Q4
$1.26M Buy