Orion Capital 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 | $89.5K | Hold |
807
| – | – | 0.03% | 190 |
|
|
2025
Q1 | $100K | Hold |
807
| – | – | 0.04% | 175 |
|
|
2024
Q4 | $82.3K | Buy |
+807
| New | +$82.3K | 0.04% | 190 |
|
|
2024
Q3 | – | Sell |
-807
| Closed | -$72.2K | – | 172 |
|
|
2024
Q2 | $72.2K | Hold |
807
| – | – | 0.04% | 183 |
|
|
2024
Q1 | $70.6K | Hold |
807
| – | – | 0.04% | 197 |
|
|
2023
Q4 | $57.4K | Hold |
807
| – | – | 0.03% | 218 |
|
|
2023
Q3 | $56.4K | Buy |
+807
| New | +$56.4K | 0.04% | 206 |
|
|
2023
Q2 | – | Sell |
-807
| Closed | -$46.3K | – | 173 |
|
|
2023
Q1 | $46.3K | Buy |
+807
| New | +$46.3K | 0.03% | 226 |
|