Private Advisor Group’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 | $467K | Sell |
4,216
-3,208
| -43% | -$356K | ﹤0.01% | 1728 |
|
|
2025
Q1 | $924K | Buy |
7,424
+146
| +2% | +$18.2K | 0.01% | 1284 |
|
|
2024
Q4 | $743K | Sell |
7,278
-189
| -3% | -$19.3K | ﹤0.01% | 1371 |
|
|
2024
Q3 | $774K | Buy |
7,467
+1,544
| +26% | +$160K | ﹤0.01% | 1379 |
|
|
2024
Q2 | $530K | Buy |
+5,923
| New | +$530K | ﹤0.01% | 1530 |
|
|
2020
Q3 | – | Sell |
-718
| Closed | -$29K | – | 1800 |
|
|
2020
Q2 | $29K | Buy |
+718
| New | +$29K | ﹤0.01% | 2366 |
|
|
2015
Q1 | – | Sell |
-47,134
| Closed | -$776K | – | 1007 |
|
|
2014
Q4 | $776K | Sell |
47,134
-13,468
| -22% | -$222K | 0.05% | 407 |
|
|
2014
Q3 | $974K | Sell |
60,602
-9,738
| -14% | -$157K | 0.07% | 327 |
|
|
2014
Q2 | $1.08M | Buy |
+70,340
| New | +$1.08M | 0.09% | 261 |
|