iA Global Asset 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
Q1 | – | Sell |
-1,159
| Closed | -$118K | – | 433 |
|
2024
Q4 | $118K | Sell |
1,159
-2,108
| -65% | -$215K | ﹤0.01% | 401 |
|
2024
Q3 | $338K | Buy |
+3,267
| New | +$338K | 0.01% | 424 |
|
2024
Q2 | – | Sell |
-3,007
| Closed | -$263K | – | 477 |
|
2024
Q1 | $263K | Sell |
3,007
-747
| -20% | -$65.3K | 0.01% | 411 |
|
2023
Q4 | $267K | Buy |
3,754
+101
| +3% | +$7.18K | 0.01% | 416 |
|
2023
Q3 | $255K | Buy |
+3,653
| New | +$255K | 0.01% | 401 |
|