Jones Financial Companies

Jones Financial Companies’s Brown & Brown BRO Stock Holding History

Jones Financial Companies’s Portfolio BRO Stock Details BRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$6.95M	Buy
2025 Q2	$5.55M	Buy
2025 Q1	$684K	Buy
2024 Q4	$400K	Buy
2024 Q3	$219K	Buy
2024 Q2	$34.3K	Buy
2024 Q1	$11.6K	Buy
2023 Q1	–	Sell
2022 Q4	$6K	Buy