Ritholtz Wealth 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
$304K Buy
2,738
+686
+33% +$76K 0.01% 787
2025
Q1
$255K Buy
+2,052
New +$255K 0.01% 790
2022
Q4
Sell
-21,659
Closed -$1.31M 592
2022
Q3
$1.31M Buy
+21,659
New +$1.31M 0.07% 196