Mather Group’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
$277K Sell
2,496
-141
-5% -$15.6K ﹤0.01% 520
2025
Q1
$328K Buy
2,637
+209
+9% +$26K ﹤0.01% 465
2024
Q4
$248K Sell
2,428
-2
-0.1% -$204 ﹤0.01% 505
2024
Q3
$252K Sell
2,430
-31
-1% -$3.21K ﹤0.01% 507
2024
Q2
$215K Buy
2,461
+335
+16% +$29.3K ﹤0.01% 593
2024
Q1
$151K Buy
+2,126
New +$151K ﹤0.01% 599