Plato Investment 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 | – | Sell |
-3,552
| Closed | -$447K | – | 524 |
|
|
2025
Q1 | $447K | Sell |
3,552
-2,419
| -41% | -$304K | 0.04% | 337 |
|
|
2024
Q4 | $611K | Sell |
5,971
-981
| -14% | -$100K | 0.04% | 319 |
|
|
2024
Q3 | $720K | Hold |
6,952
| – | – | 0.06% | 283 |
|
|
2024
Q2 | $622K | Hold |
6,952
| – | – | 0.06% | 259 |
|
|
2024
Q1 | $609K | Buy |
+6,952
| New | +$609K | 0.06% | 252 |
|