Mount Lucas 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 | – | Sell |
-14,398
| Closed | -$1.79M | – | 161 |
|
|
2025
Q1 | $1.79M | Sell |
14,398
-465
| -3% | -$57.8K | 0.58% | 34 |
|
|
2024
Q4 | $1.52M | Sell |
14,863
-766
| -5% | -$78.1K | 0.53% | 45 |
|
|
2024
Q3 | $1.62M | Sell |
15,629
-12,865
| -45% | -$1.33M | 0.55% | 48 |
|
|
2024
Q2 | $2.55M | Buy |
+28,494
| New | +$2.55M | 0.73% | 36 |
|