Orrstown Financial Services’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 |
-1,632
| Closed | -$203K | – | 143 |
|
|
2025
Q1 | $203K | Buy |
+1,632
| New | +$203K | 0.05% | 126 |
|
|
2022
Q1 | $830K | Sell |
11,480
-1,539
| -12% | -$111K | 1.55% | 23 |
|
|
2021
Q4 | $904K | Sell |
13,019
-1,582
| -11% | -$110K | 1.38% | 25 |
|
|
2021
Q3 | $810K | Sell |
14,601
-2,551
| -15% | -$142K | 1.28% | 31 |
|
|
2021
Q2 | $918K | Sell |
17,152
-610
| -3% | -$32.6K | 1.33% | 30 |
|
|
2021
Q1 | $826K | Sell |
17,762
-43
| -0.2% | -$2K | 1.17% | 39 |
|
|
2020
Q4 | $844K | Sell |
17,805
-1,638
| -8% | -$77.6K | 1.25% | 35 |
|
|
2020
Q3 | $874K | Sell |
19,443
-2,812
| -13% | -$126K | 1.37% | 27 |
|
|
2020
Q2 | $907K | Sell |
22,255
-509
| -2% | -$20.7K | 1.49% | 24 |
|
|
2020
Q1 | $825K | Sell |
22,764
-338
| -1% | -$12.3K | 1.19% | 24 |
|
|
2019
Q4 | $938K | Sell |
23,102
-1,065
| -4% | -$43.2K | 1.34% | 34 |
|
|
2019
Q3 | $891K | Hold |
24,167
| – | – | 1.19% | 38 |
|
|
2019
Q2 | $809K | Buy |
24,167
+1,720
| +8% | +$57.6K | 1.1% | 41 |
|
|
2019
Q1 | $662K | Buy |
22,447
+21,627
| +2,637% | +$638K | 0.93% | 51 |
|
|
2018
Q4 | $23K | Hold |
820
| – | – | 0.03% | 140 |
|
|
2018
Q3 | $24K | Hold |
820
| – | – | 0.03% | 144 |
|
|
2018
Q2 | $23K | Buy |
820
+290
| +55% | +$8.13K | 0.03% | 181 |
|
|
2018
Q1 | $13K | Sell |
530
-290
| -35% | -$7.11K | 0.02% | 215 |
|
|
2017
Q4 | $21K | Hold |
820
| – | – | 0.02% | 190 |
|
|
2017
Q3 | $20K | Hold |
820
| – | – | 0.02% | 198 |
|
|
2017
Q2 | $18K | Buy |
820
+190
| +30% | +$4.17K | 0.02% | 194 |
|
|
2017
Q1 | $13K | Buy |
630
+190
| +43% | +$3.92K | 0.01% | 208 |
|
|
2016
Q4 | $10K | Hold |
440
| – | – | 0.01% | 184 |
|
|
2016
Q3 | $8K | Buy |
440
+300
| +214% | +$5.46K | 0.01% | 194 |
|
|
2016
Q2 | $3K | Buy |
+140
| New | +$3K | ﹤0.01% | 223 |
|