Marks Group Wealth 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 | $9.75M | Buy |
87,901
+790
| +0.9% | +$87.6K | 0.91% | 24 |
|
|
2025
Q1 | $10.8M | Sell |
87,111
-4,391
| -5% | -$546K | 1.04% | 14 |
|
|
2024
Q4 | $9.34M | Sell |
91,502
-3,890
| -4% | -$397K | 0.92% | 28 |
|
|
2024
Q3 | $9.88M | Sell |
95,392
-4,537
| -5% | -$470K | 0.94% | 19 |
|
|
2024
Q2 | $8.93M | Sell |
99,929
-8,623
| -8% | -$771K | 0.94% | 19 |
|
|
2024
Q1 | $9.5M | Sell |
108,552
-1,405
| -1% | -$123K | 0.99% | 24 |
|
|
2023
Q4 | $7.82M | Sell |
109,957
-1,358
| -1% | -$96.6K | 0.89% | 31 |
|
|
2023
Q3 | $7.77M | Sell |
111,315
-1,408
| -1% | -$98.3K | 0.96% | 19 |
|
|
2023
Q2 | $7.76M | Buy |
112,723
+931
| +0.8% | +$64.1K | 0.92% | 23 |
|
|
2023
Q1 | $6.42M | Buy |
111,792
+2,304
| +2% | +$132K | 0.82% | 49 |
|
|
2022
Q4 | $6.24M | Buy |
109,488
+1,512
| +1% | +$86.1K | 0.85% | 47 |
|
|
2022
Q3 | $6.53M | Buy |
107,976
+1,819
| +2% | +$110K | 0.99% | 16 |
|
|
2022
Q2 | $6.19M | Buy |
106,157
+2,120
| +2% | +$124K | 0.89% | 25 |
|
|
2022
Q1 | $7.52M | Buy |
104,037
+5,874
| +6% | +$425K | 0.94% | 18 |
|
|
2021
Q4 | $6.89M | Sell |
98,163
-10,070
| -9% | -$707K | 0.84% | 28 |
|
|
2021
Q3 | $6M | Sell |
108,233
-1,060
| -1% | -$58.7K | 0.81% | 40 |
|
|
2021
Q2 | $5.81M | Sell |
109,293
-4,169
| -4% | -$222K | 0.8% | 41 |
|
|
2021
Q1 | $5.18M | Buy |
113,462
+6,297
| +6% | +$288K | 0.77% | 58 |
|
|
2020
Q4 | $5.08M | Buy |
107,165
+180
| +0.2% | +$8.53K | 0.79% | 47 |
|
|
2020
Q3 | $4.84M | Buy |
106,985
+682
| +0.6% | +$30.9K | 0.87% | 31 |
|
|
2020
Q2 | $4.34M | Sell |
106,303
-784
| -0.7% | -$32K | 0.88% | 39 |
|
|
2020
Q1 | $3.88M | Sell |
107,087
-26,922
| -20% | -$975K | 1% | 10 |
|
|
2019
Q4 | $5.29M | Buy |
+134,009
| New | +$5.29M | 1.04% | 9 |
|