Independent Financial Group’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $232K | Sell |
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|
2025
Q3 | $273K | Sell |
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|
2025
Q2 | $532K | Buy |
|
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|
2025
Q1 | $360K | Sell |
|
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|
2024
Q4 | $301K | Hold |
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|
2024
Q3 | $306K | Sell |
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|
2024
Q2 | $300K | Buy |
|
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|
2024
Q1 | $272K | Sell |
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|
2023
Q4 | $284K | Sell |
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|
2023
Q3 | $288K | Sell |
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|
2023
Q2 | $344K | Buy |
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|
2023
Q1 | $271K | Buy |
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|
2022
Q4 | $265K | Buy |
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|
2022
Q3 | $220K | Hold |
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|
2022
Q2 | $212K | Sell |
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|
2022
Q1 | $448K | Buy |
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|
2021
Q4 | $418K | Buy |
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