Independent Advisor Alliance’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 | $3.69M | Sell |
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|
2025
Q1 | $4.2M | Sell |
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|
2024
Q4 | $4.04M | Sell |
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|
2024
Q3 | $4.73M | Sell |
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|
2024
Q2 | $4.11M | Sell |
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|
2024
Q1 | $4.06M | Sell |
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|
2023
Q4 | $3.31M | Sell |
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|
2023
Q3 | $3.6M | Buy |
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|
2023
Q2 | $3.54M | Buy |
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|
2023
Q1 | $2.92M | Buy |
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|
2022
Q4 | $2.8K | Sell |
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|
2022
Q3 | $2.98M | Buy |
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|
2022
Q2 | $2.76M | Buy |
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|
2022
Q1 | $3M | Sell |
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|
2021
Q4 | $2.92M | Sell |
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|
2021
Q3 | $2.31M | Hold |
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|
2021
Q2 | $2.22M | Buy |
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|
2021
Q1 | $1.9M | Buy |
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|
2020
Q4 | $771K | Sell |
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|
2020
Q3 | $5.47M | Buy |
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