Petrus Trust Company’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 | $439K | Buy |
+3,964
| New | +$439K | 0.05% | 156 |
|
|
2025
Q1 | – | Sell |
-2,576
| Closed | -$263K | – | 608 |
|
|
2024
Q4 | $263K | Buy |
+2,576
| New | +$263K | 0.03% | 475 |
|
|
2023
Q4 | – | Sell |
-5,481
| Closed | -$383K | – | 609 |
|
|
2023
Q3 | $383K | Buy |
5,481
+2,278
| +71% | +$159K | 0.04% | 290 |
|
|
2023
Q2 | $220K | Buy |
+3,203
| New | +$220K | 0.02% | 502 |
|
|
2020
Q4 | – | Sell |
-4,568
| Closed | -$207K | – | 97 |
|
|
2020
Q3 | $207K | Buy |
+4,568
| New | +$207K | 0.02% | 189 |
|