M&G Investment Management’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-3,513
| Closed | -$200K | – | 386 |
|
2023
Q1 | $200K | Sell |
3,513
-1,927
| -35% | -$110K | ﹤0.01% | 388 |
|
2022
Q4 | $310K | Sell |
5,440
-629
| -10% | -$35.9K | ﹤0.01% | 379 |
|
2022
Q3 | $364 | Sell |
6,069
-2,074
| -25% | -$124 | ﹤0.01% | 365 |
|
2022
Q2 | $472 | Buy |
8,143
+1,995
| +32% | +$116 | ﹤0.01% | 390 |
|
2022
Q1 | $443 | Buy |
+6,148
| New | +$443 | ﹤0.01% | 399 |
|
2020
Q4 | – | Sell |
-6,235
| Closed | -$281K | – | 450 |
|
2020
Q3 | $281K | Sell |
6,235
-14,793
| -70% | -$667K | ﹤0.01% | 408 |
|
2020
Q2 | $862K | Buy |
+21,028
| New | +$862K | 0.01% | 306 |
|