Marks Group Wealth Management’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 | $8.13M | Sell |
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|
2025
Q2 | $9.75M | Buy |
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|
2025
Q1 | $10.8M | Sell |
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|
2024
Q4 | $9.34M | Sell |
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|
2024
Q3 | $9.88M | Sell |
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|
2024
Q2 | $8.93M | Sell |
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|
2024
Q1 | $9.5M | Sell |
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|
2023
Q4 | $7.82M | Sell |
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|
2023
Q3 | $7.77M | Sell |
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|
2023
Q2 | $7.76M | Buy |
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|
2023
Q1 | $6.42M | Buy |
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|
2022
Q4 | $6.24M | Buy |
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|
2022
Q3 | $6.53M | Buy |
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|
2022
Q2 | $6.19M | Buy |
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|
2022
Q1 | $7.52M | Buy |
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|
2021
Q4 | $6.89M | Sell |
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|
2021
Q3 | $6M | Sell |
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|
2021
Q2 | $5.81M | Sell |
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|
2021
Q1 | $5.18M | Buy |
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|
2020
Q4 | $5.08M | Buy |
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|
2020
Q3 | $4.84M | Buy |
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|
2020
Q2 | $4.34M | Sell |
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|
2020
Q1 | $3.88M | Sell |
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|
2019
Q4 | $5.29M | Buy |
|