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