Mayflower Financial Advisors’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
$603K Sell
5,436
-1
-0% -$111 0.08% 210
2025
Q1
$676K Sell
5,437
-88
-2% -$10.9K 0.1% 189
2024
Q4
$564K Sell
5,525
-8
-0.1% -$816 0.08% 207
2024
Q3
$573K Sell
5,533
-30
-0.5% -$3.11K 0.09% 200
2024
Q2
$497K Buy
5,563
+8
+0.1% +$715 0.08% 210
2024
Q1
$486K Sell
5,555
-200
-3% -$17.5K 0.08% 216
2023
Q4
$409K Sell
5,755
-9
-0.2% -$640 0.06% 224
2023
Q3
$403K Sell
5,764
-2,019
-26% -$141K 0.06% 216
2023
Q2
$536K Sell
7,783
-838
-10% -$57.7K 0.07% 194
2023
Q1
$495K Buy
8,621
+1,937
+29% +$111K 0.07% 202
2022
Q4
$381K Buy
6,684
+1,153
+21% +$65.7K 0.05% 235
2022
Q3
$335K Buy
5,531
+924
+20% +$56K 0.05% 237
2022
Q2
$269K Sell
4,607
-3
-0.1% -$175 0.04% 264
2022
Q1
$333K Buy
4,610
+10
+0.2% +$722 0.04% 252
2021
Q4
$323K Hold
4,600
0.04% 253
2021
Q3
$295K Buy
4,600
+5
+0.1% +$321 0.04% 262
2021
Q2
$244K Buy
+4,595
New +$244K 0.03% 274