Marshall Financial Group (Maryland)’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	–	Sell	-11,844	Closed	-$1.47M	–	253
2025 Q1	$1.47M	Buy	11,844 +167	+1%	+$20.8K	0.32%	71
2024 Q4	$1.19M	Buy	11,677 +316	+3%	+$32.2K	0.29%	86
2024 Q3	$1.18M	Buy	11,361 +139	+1%	+$14.4K	0.28%	93
2024 Q2	$1M	Buy	+11,222	New	+$1M	0.28%	96