NorthRock Partners’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
$268K Sell
2,421
-109
-4% -$12.1K 0.01% 562
2025
Q1
$315K Buy
2,530
+103
+4% +$12.8K 0.01% 461
2024
Q4
$248K Buy
2,427
+5
+0.2% +$510 0.01% 523
2024
Q3
$251K Buy
2,422
+42
+2% +$4.35K 0.01% 551
2024
Q2
$213K Buy
+2,380
New +$213K 0.01% 559