J. Safra Sarasin Holding’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	$310K	Sell	2,792 -19,941	-88%	-$2.21M	0.01%	420
2025 Q1	$2.83M	Buy	+22,733	New	+$2.83M	0.05%	180
2024 Q4	–	Sell	-28,231	Closed	-$2.92M	–	469
2024 Q3	$2.92M	Sell	28,231 -884	-3%	-$91.6K	0.05%	178
2024 Q2	$2.6M	Buy	+29,115	New	+$2.6M	0.05%	197