InceptionR’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 | $1.76M | Buy |
15,833
+1,131
| +8% | +$125K | 0.41% | 37 |
|
|
2025
Q1 | $1.83M | Sell |
14,702
-2,860
| -16% | -$356K | 0.55% | 6 |
|
|
2024
Q4 | $1.79M | Buy |
17,562
+4,929
| +39% | +$503K | 0.4% | 39 |
|
|
2024
Q3 | $1.31M | Buy |
+12,633
| New | +$1.31M | 0.32% | 78 |
|
|
2024
Q2 | – | Sell |
-15,493
| Closed | -$1.36M | – | 602 |
|
|
2024
Q1 | $1.36M | Buy |
15,493
+9,050
| +140% | +$792K | 0.35% | 69 |
|
|
2023
Q4 | $458K | Buy |
+6,443
| New | +$458K | 0.33% | 124 |
|
|
2023
Q3 | – | Sell |
-6,082
| Closed | -$419K | – | 410 |
|
|
2023
Q2 | $419K | Buy |
+6,082
| New | +$419K | 0.22% | 188 |
|