ORG 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
$218K Buy
1,995
+132
+7% +$14.4K 0.05% 304
2025
Q1
$231K Sell
1,863
-474
-20% -$58.9K 0.06% 249
2024
Q4
$238K Sell
2,337
-96
-4% -$9.79K 0.03% 294
2024
Q3
$252K Sell
2,433
-5,919
-71% -$613K 0.04% 249
2024
Q2
$744K Buy
8,352
+7,719
+1,219% +$688K 0.09% 187
2024
Q1
$54.6K Buy
633
+333
+111% +$28.7K 0.1% 126
2023
Q4
$21.4K Sell
300
-7,658
-96% -$545K ﹤0.01% 662
2023
Q3
$556K Buy
7,958
+98
+1% +$6.84K 0.16% 140
2023
Q2
$538K Buy
+7,860
New +$538K 0.09% 203