Mogy Joel R Investment Counsel’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
$5.59M Buy
50,416
+5,825
+13% +$646K 0.32% 38
2025
Q1
$5.55M Buy
44,591
+25,306
+131% +$3.15M 0.36% 38
2024
Q4
$1.97M Buy
19,285
+14,740
+324% +$1.5M 0.12% 52
2024
Q3
$471K Buy
+4,545
New +$471K 0.03% 83