MSH Capital Advisors’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 | $264K | Buy |
2,378
+4
| +0.2% | +$443 | 0.08% | 205 |
|
|
2025
Q1 | $295K | Sell |
2,374
-167
| -7% | -$20.8K | 0.09% | 189 |
|
|
2024
Q4 | $259K | Buy |
2,541
+3
| +0.1% | +$306 | 0.08% | 205 |
|
|
2024
Q3 | $263K | Buy |
2,538
+4
| +0.2% | +$414 | 0.08% | 203 |
|
|
2024
Q2 | $227K | Sell |
2,534
-531
| -17% | -$47.5K | 0.08% | 207 |
|
|
2024
Q1 | $268K | Buy |
3,065
+5
| +0.2% | +$438 | 0.09% | 184 |
|
|
2023
Q4 | $218K | Buy |
3,060
+5
| +0.2% | +$356 | 0.08% | 194 |
|
|
2023
Q3 | $213K | Buy |
3,055
+5
| +0.2% | +$349 | 0.08% | 198 |
|
|
2023
Q2 | $210K | Buy |
+3,050
| New | +$210K | 0.08% | 201 |
|
|
2022
Q2 | – | Sell |
-3,022
| Closed | -$218K | – | 192 |
|
|
2022
Q1 | $218K | Buy |
+3,022
| New | +$218K | 0.09% | 189 |
|