Patton Fund 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
$2.03M Sell
18,352
-12,799
-41% -$1.42M 0.45% 68
2025
Q1
$3.88M Sell
31,151
-9,228
-23% -$1.15M 0.94% 43
2024
Q4
$4.12M Sell
40,379
-6,057
-13% -$618K 0.81% 58
2024
Q3
$4.81M Sell
46,436
-2,496
-5% -$259K 0.99% 47
2024
Q2
$4.38M Sell
48,932
-9,724
-17% -$869K 0.92% 52
2024
Q1
$5.13M Sell
58,656
-8,352
-12% -$731K 0.93% 55
2023
Q4
$4.76M Buy
+67,008
New +$4.76M 1.06% 36