Jacobs Levy Equity Management’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 | – | Sell |
-127,264
| Closed | -$15.8M | – | 1044 |
|
|
2025
Q1 | $15.8M | Buy |
+127,264
| New | +$15.8M | 0.06% | 263 |
|
|
2023
Q4 | – | Sell |
-164,452
| Closed | -$11.5M | – | 982 |
|
|
2023
Q3 | $11.5M | Sell |
164,452
-77,482
| -32% | -$5.41M | 0.07% | 243 |
|
|
2023
Q2 | $16.7M | Sell |
241,934
-13,045
| -5% | -$898K | 0.1% | 218 |
|
|
2023
Q1 | $14.6M | Buy |
254,979
+165,660
| +185% | +$9.51M | 0.09% | 230 |
|
|
2022
Q4 | $5.09M | Sell |
89,319
-9,873
| -10% | -$562K | 0.03% | 395 |
|
|
2022
Q3 | $6M | Buy |
+99,192
| New | +$6M | 0.05% | 353 |
|
|
2019
Q1 | – | Sell |
-9,040
| Closed | -$249K | – | 958 |
|
|
2018
Q4 | $249K | Sell |
9,040
-5,240
| -37% | -$144K | ﹤0.01% | 839 |
|
|
2018
Q3 | $422K | Buy |
+14,280
| New | +$422K | 0.01% | 812 |
|
|
2014
Q2 | – | Sell |
-614,324
| Closed | -$9.45M | – | 839 |
|
|
2014
Q1 | $9.45M | Sell |
614,324
-128,786
| -17% | -$1.98M | 0.16% | 182 |
|
|
2013
Q4 | $11.7M | Buy |
743,110
+365,764
| +97% | +$5.74M | 0.18% | 179 |
|
|
2013
Q3 | $6.06M | Buy |
+377,346
| New | +$6.06M | 0.1% | 239 |
|