Leavell Investment Management’s Brown & Brown BRO Stock Holding History

Leavell Investment Management’s Portfolio BRO Stock Details BRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.37M	Sell	57,494 -654	-1%	-$72.5K	0.29%	83
2025 Q1	$7.23M	Sell	58,148 -1,404	-2%	-$175K	0.36%	70
2024 Q4	$6.08M	Hold	59,552	–	–	0.3%	81
2024 Q3	$6.17M	Buy	59,552 +421	+0.7%	+$43.6K	0.31%	77
2024 Q2	$5.29M	Buy	59,131 +1,931	+3%	+$173K	0.29%	86
2024 Q1	$5.01M	Hold	57,200	–	–	0.29%	88
2023 Q4	$4.07M	Hold	57,200	–	–	0.26%	101
2023 Q3	$4M	Hold	57,200	–	–	0.28%	92
2023 Q2	$3.94M	Hold	57,200	–	–	0.27%	96
2023 Q1	$3.28M	Hold	57,200	–	–	0.23%	114
2022 Q4	$3.26M	Hold	57,200	–	–	0.24%	111
2022 Q3	$3.46M	Hold	57,200	–	–	0.27%	101
2022 Q2	$3.34M	Hold	57,200	–	–	0.26%	107
2022 Q1	$4.13M	Hold	57,200	–	–	0.28%	100
2021 Q4	$4.02M	Hold	57,200	–	–	0.27%	101
2021 Q3	$3.17M	Buy	57,200 +400	+0.7%	+$22.2K	0.24%	113
2021 Q2	$2.6M	Hold	56,800	–	–	0.21%	120
2021 Q1	$2.6M	Hold	56,800	–	–	0.21%	120
2020 Q4	$2.69M	Hold	56,800	–	–	0.23%	116
2020 Q3	$2.57M	Hold	56,800	–	–	0.22%	111
2020 Q2	$2.32M	Hold	56,800	–	–	0.23%	115
2020 Q1	$2.06M	Hold	56,800	–	–	0.24%	113
2019 Q4	$2.24M	Sell	56,800 -228	-0.4%	-$9K	0.21%	122
2019 Q3	$2.06M	Sell	57,028 -200	-0.3%	-$7.21K	0.21%	119
2019 Q2	$1.92M	Hold	57,228	–	–	0.2%	124
2019 Q1	$1.69M	Hold	57,228	–	–	0.19%	130
2018 Q4	$1.58M	Hold	57,228	–	–	0.2%	129
2018 Q3	$1.69M	Hold	57,228	–	–	0.18%	135
2018 Q2	$1.59M	Buy	57,228 +428	+0.8%	+$11.9K	0.18%	134
2018 Q1	$1.45M	Sell	56,800 -4,000	-7%	-$102K	0.17%	139
2017 Q4	$1.56M	Hold	60,800	–	–	0.18%	140
2017 Q3	$1.47M	Sell	60,800 -12,000	-16%	-$289K	0.18%	141
2017 Q2	$1.57M	Sell	72,800 -800	-1%	-$17.2K	0.2%	129
2017 Q1	$1.54M	Buy	73,600 +2,200	+3%	+$45.9K	0.2%	126
2016 Q4	$1.6M	Buy	71,400 +1,000	+1%	+$22.4K	0.22%	115
2016 Q3	$1.33M	Buy	70,400 +4,200	+6%	+$79.2K	0.2%	136
2016 Q2	$1.24M	Buy	66,200 +25,400	+62%	+$476K	0.18%	136
2016 Q1	$730K	Buy	+40,800	New	+$730K	0.11%	184