Kesler Norman & Wride’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
$1.97M Sell
17,764
-379
-2% -$42K 0.35% 66
2025
Q1
$2.26M Buy
18,143
+192
+1% +$23.9K 0.43% 59
2024
Q4
$1.83M Sell
17,951
-4,386
-20% -$447K 0.4% 61
2024
Q3
$2.31M Sell
22,337
-3,853
-15% -$399K 0.45% 57
2024
Q2
$2.34M Sell
26,190
-2,081
-7% -$186K 0.5% 61
2024
Q1
$2.47M Sell
28,271
-3,025
-10% -$265K 0.53% 62
2023
Q4
$2.23M Sell
31,296
-574
-2% -$40.8K 0.51% 57
2023
Q3
$2.23M Sell
31,870
-3,331
-9% -$233K 0.56% 56
2023
Q2
$2.42M Buy
35,201
+538
+2% +$37K 0.59% 51
2023
Q1
$1.99M Buy
34,663
+2,412
+7% +$138K 0.5% 61
2022
Q4
$1.84M Buy
32,251
+10,634
+49% +$606K 0.47% 65
2022
Q3
$1.31M Sell
21,617
-63
-0.3% -$3.81K 0.36% 75
2022
Q2
$1.27M Sell
21,680
-169
-0.8% -$9.86K 0.35% 74
2022
Q1
$1.58M Sell
21,849
-72
-0.3% -$5.2K 0.35% 71
2021
Q4
$1.54M Sell
21,921
-188
-0.9% -$13.2K 0.33% 73
2021
Q3
$1.23M Sell
22,109
-106
-0.5% -$5.88K 0.29% 84
2021
Q2
$1.21M Sell
22,215
-227
-1% -$12.4K 0.28% 89
2021
Q1
$1.03M Sell
22,442
-18
-0.1% -$823 0.25% 98
2020
Q4
$1.07M Buy
+22,460
New +$1.07M 0.3% 88