Prelude 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
Q1 | – | Sell |
-4,000
| Closed | -$408K | – | 1113 |
|
2024
Q4 | $408K | Buy |
+4,000
| New | +$408K | 0.03% | 565 |
|
2022
Q4 | – | Sell |
-6,453
| Closed | -$390K | – | 1196 |
|
2022
Q3 | $390K | Sell |
6,453
-5,955
| -48% | -$360K | 0.01% | 737 |
|
2022
Q2 | $724K | Buy |
+12,408
| New | +$724K | 0.02% | 534 |
|
2020
Q4 | – | Sell |
-1,173
| Closed | -$53K | – | 865 |
|
2020
Q3 | $53K | Sell |
1,173
-4,020
| -77% | -$182K | ﹤0.01% | 842 |
|
2020
Q2 | $212K | Buy |
+5,193
| New | +$212K | 0.01% | 488 |
|
2019
Q4 | – | Sell |
-3,701
| Closed | -$133K | – | 1432 |
|
2019
Q3 | $133K | Buy |
+3,701
| New | +$133K | 0.01% | 516 |
|
2019
Q1 | – | Sell |
-21,255
| Closed | -$586K | – | 1366 |
|
2018
Q4 | $586K | Buy |
+21,255
| New | +$586K | 0.04% | 260 |
|
2018
Q2 | – | Sell |
-464
| Closed | -$12K | – | 1382 |
|
2018
Q1 | $12K | Buy |
+464
| New | +$12K | ﹤0.01% | 1169 |
|
2014
Q2 | – | Sell |
-1,220
| Closed | -$19K | – | 1737 |
|
2014
Q1 | $19K | Buy |
+1,220
| New | +$19K | ﹤0.01% | 1515 |
|