Meritage Portfolio Management’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-11,870
| Closed | -$543K | – | 301 |
|
|
2021
Q1 | $543K | Hold |
11,870
| – | – | 0.04% | 212 |
|
|
2020
Q4 | $563K | Sell |
11,870
-48,185
| -80% | -$2.29M | 0.04% | 202 |
|
|
2020
Q3 | $2.72M | Buy |
60,055
+668
| +1% | +$30.2K | 0.24% | 111 |
|
|
2020
Q2 | $2.42M | Buy |
59,387
+47,497
| +399% | +$1.94M | 0.23% | 129 |
|
|
2020
Q1 | $431K | Hold |
11,890
| – | – | 0.06% | 154 |
|
|
2019
Q4 | $469K | Buy |
11,890
+20
| +0.2% | +$789 | 0.04% | 201 |
|
|
2019
Q3 | $428K | Hold |
11,870
| – | – | 0.04% | 197 |
|
|
2019
Q2 | $398K | Hold |
11,870
| – | – | 0.04% | 202 |
|
|
2019
Q1 | $350K | Hold |
11,870
| – | – | 0.04% | 166 |
|
|
2018
Q4 | $327K | Hold |
11,870
| – | – | 0.04% | 164 |
|
|
2018
Q3 | $351K | Buy |
+11,870
| New | +$351K | 0.03% | 182 |
|