Institutional & Family 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
2021
Q4
Sell
-3,285
Closed -$182K 815
2021
Q3
$182K Buy
3,285
+19
+0.6% +$1.05K 0.03% 185
2021
Q2
$174K Sell
3,266
-632
-16% -$33.7K 0.03% 185
2021
Q1
$178K Buy
3,898
+2,232
+134% +$102K 0.03% 193
2020
Q4
$79K Buy
+1,666
New +$79K 0.02% 273