Moloney Securities Asset Management’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 | $255K | Hold |
2,296
| – | – | 0.03% | 398 |
|
|
2025
Q1 | $286K | Hold |
2,296
| – | – | 0.04% | 359 |
|
|
2024
Q4 | $234K | Sell |
2,296
-100
| -4% | -$10.2K | 0.03% | 389 |
|
|
2024
Q3 | $248K | Hold |
2,396
| – | – | 0.03% | 398 |
|
|
2024
Q2 | $214K | Hold |
2,396
| – | – | 0.03% | 412 |
|
|
2024
Q1 | $210K | Buy |
+2,396
| New | +$210K | 0.03% | 407 |
|
|
2022
Q2 | – | Sell |
-16,357
| Closed | -$1.18M | – | 383 |
|
|
2022
Q1 | $1.18M | Buy |
16,357
+12,763
| +355% | +$922K | 0.23% | 118 |
|
|
2021
Q4 | $253K | Sell |
3,594
-16,296
| -82% | -$1.15M | 0.04% | 357 |
|
|
2021
Q3 | $1.1M | Buy |
19,890
+1,347
| +7% | +$74.7K | 0.2% | 133 |
|
|
2021
Q2 | $985K | Buy |
18,543
+1,533
| +9% | +$81.4K | 0.18% | 150 |
|
|
2021
Q1 | $778K | Buy |
17,010
+249
| +1% | +$11.4K | 0.15% | 162 |
|
|
2020
Q4 | $795K | Buy |
+16,761
| New | +$795K | 0.18% | 148 |
|