Klingman & Associates’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 | $499K | Buy |
4,499
+60
| +1% | +$6.65K | 0.03% | 176 |
|
|
2025
Q1 | $552K | Buy |
4,439
+27
| +0.6% | +$3.36K | 0.03% | 145 |
|
|
2024
Q4 | $450K | Sell |
4,412
-1,393
| -24% | -$142K | 0.03% | 162 |
|
|
2024
Q3 | $601K | Hold |
5,805
| – | – | 0.04% | 144 |
|
|
2024
Q2 | $519K | Sell |
5,805
-27,730
| -83% | -$2.48M | 0.04% | 136 |
|
|
2024
Q1 | $2.94M | Hold |
33,535
| – | – | 0.2% | 51 |
|
|
2023
Q4 | $2.38M | Hold |
33,535
| – | – | 0.18% | 57 |
|
|
2023
Q3 | $2.34M | Buy |
33,535
+8
| +0% | +$559 | 0.19% | 54 |
|
|
2023
Q2 | $2.31M | Buy |
33,527
+2
| +0% | +$138 | 0.19% | 51 |
|
|
2023
Q1 | $1.93M | Sell |
33,525
-9
| -0% | -$517 | 0.17% | 57 |
|
|
2022
Q4 | $1.91M | Buy |
33,534
+9
| +0% | +$513 | 0.17% | 55 |
|
|
2022
Q3 | $2.03M | Sell |
33,525
-6
| -0% | -$363 | 0.2% | 50 |
|
|
2022
Q2 | $1.96M | Buy |
+33,531
| New | +$1.96M | 0.19% | 52 |
|