Klingman & Associates’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $446K | Buy |
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|
2025
Q2 | $499K | Buy |
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|
2025
Q1 | $552K | Buy |
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|
2024
Q4 | $450K | Sell |
|
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|
2024
Q3 | $601K | Hold |
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|
2024
Q2 | $519K | Sell |
|
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|
2024
Q1 | $2.94M | Hold |
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|
2023
Q4 | $2.38M | Hold |
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|
2023
Q3 | $2.34M | Buy |
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|
2023
Q2 | $2.31M | Buy |
|
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|
2023
Q1 | $1.93M | Sell |
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|
2022
Q4 | $1.91M | Buy |
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|
2022
Q3 | $2.03M | Sell |
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|
2022
Q2 | $1.96M | Buy |
|