MAI Capital Management’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 | $218K | Buy |
1,968
+161
| +9% | +$17.9K | ﹤0.01% | 1092 |
|
|
2025
Q1 | $225K | Buy |
1,807
+508
| +39% | +$63.2K | ﹤0.01% | 1031 |
|
|
2024
Q4 | $133K | Buy |
+1,299
| New | +$133K | ﹤0.01% | 1246 |
|
|
2024
Q3 | – | Sell |
-2,695
| Closed | -$241K | – | 1083 |
|
|
2024
Q2 | $241K | Buy |
2,695
+89
| +3% | +$7.96K | ﹤0.01% | 1040 |
|
|
2024
Q1 | $228K | Buy |
+2,606
| New | +$228K | ﹤0.01% | 1045 |
|
|
2022
Q3 | – | Sell |
-3,808
| Closed | -$222K | – | 915 |
|
|
2022
Q2 | $222K | Sell |
3,808
-4
| -0.1% | -$233 | ﹤0.01% | 741 |
|
|
2022
Q1 | $275K | Buy |
3,812
+53
| +1% | +$3.82K | ﹤0.01% | 683 |
|
|
2021
Q4 | $264K | Hold |
3,759
| – | – | ﹤0.01% | 721 |
|
|
2021
Q3 | $208K | Buy |
+3,759
| New | +$208K | ﹤0.01% | 696 |
|