Radnor 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
Q2 | $671K | Buy |
6,055
+65
| +1% | +$7.2K | 0.11% | 200 |
|
|
2025
Q1 | $745K | Buy |
5,990
+300
| +5% | +$37.3K | 0.12% | 181 |
|
|
2024
Q4 | $580K | Buy |
5,690
+500
| +10% | +$51K | 0.1% | 205 |
|
|
2024
Q3 | $538K | Buy |
+5,190
| New | +$538K | 0.08% | 228 |
|
|
2024
Q2 | – | Sell |
-4,000
| Closed | -$350K | – | 170 |
|
|
2024
Q1 | $350K | Hold |
4,000
| – | – | 0.06% | 260 |
|
|
2023
Q4 | $284K | Hold |
4,000
| – | – | 0.05% | 273 |
|
|
2023
Q3 | $279K | Buy |
+4,000
| New | +$279K | 0.06% | 265 |
|