Means Investment Company’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 | $460K | Hold |
4,151
| – | – | 0.04% | 130 |
|
|
2025
Q1 | $516K | Hold |
4,151
| – | – | 0.05% | 120 |
|
|
2024
Q4 | $423K | Hold |
4,151
| – | – | 0.04% | 138 |
|
|
2024
Q3 | $430K | Buy |
4,151
+1
| +0% | +$104 | 0.05% | 135 |
|
|
2024
Q2 | $371K | Hold |
4,150
| – | – | 0.04% | 143 |
|
|
2024
Q1 | $363K | Buy |
4,150
+150
| +4% | +$13.1K | 0.05% | 146 |
|
|
2023
Q4 | $284K | Hold |
4,000
| – | – | 0.04% | 165 |
|
|
2023
Q3 | $279K | Hold |
4,000
| – | – | 0.05% | 166 |
|
|
2023
Q2 | $275K | Hold |
4,000
| – | – | 0.04% | 166 |
|
|
2023
Q1 | $230K | Hold |
4,000
| – | – | 0.04% | 182 |
|
|
2022
Q4 | $228K | Hold |
4,000
| – | – | 0.05% | 180 |
|
|
2022
Q3 | $242K | Hold |
4,000
| – | – | 0.05% | 172 |
|
|
2022
Q2 | $233K | Hold |
4,000
| – | – | 0.05% | 173 |
|
|
2022
Q1 | $289K | Hold |
4,000
| – | – | 0.05% | 156 |
|
|
2021
Q4 | $281K | Hold |
4,000
| – | – | 0.05% | 158 |
|
|
2021
Q3 | $222K | Hold |
4,000
| – | – | 0.04% | 170 |
|
|
2021
Q2 | $213K | Buy |
+4,000
| New | +$213K | 0.04% | 181 |
|