Monte Financial Group’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 | $1.17M | Buy |
10,568
+140
| +1% | +$15.5K | 0.46% | 61 |
|
|
2025
Q1 | $1.22M | Buy |
10,428
+170
| +2% | +$19.9K | 0.54% | 52 |
|
|
2024
Q4 | $1.05M | Buy |
10,258
+2,142
| +26% | +$219K | 0.45% | 60 |
|
|
2024
Q3 | $841K | Buy |
8,116
+61
| +0.8% | +$6.32K | 0.35% | 66 |
|
|
2024
Q2 | $720K | Buy |
8,055
+2,268
| +39% | +$203K | 0.32% | 66 |
|
|
2024
Q1 | $507K | Buy |
+5,787
| New | +$507K | 0.22% | 71 |
|