Roundview Capital’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 | $2.9M | Buy |
26,189
+2,603
| +11% | +$289K | 0.19% | 118 |
|
|
2025
Q1 | $2.93M | Buy |
23,586
+8,648
| +58% | +$1.08M | 0.21% | 110 |
|
|
2024
Q4 | $1.52M | Sell |
14,938
-4
| -0% | -$408 | 0.11% | 173 |
|
|
2024
Q3 | $1.55M | Hold |
14,942
| – | – | 0.11% | 171 |
|
|
2024
Q2 | $1.34M | Buy |
14,942
+244
| +2% | +$21.8K | 0.11% | 176 |
|
|
2024
Q1 | $1.29M | Buy |
14,698
+720
| +5% | +$63K | 0.11% | 183 |
|
|
2023
Q4 | $994K | Hold |
13,978
| – | – | 0.09% | 198 |
|
|
2023
Q3 | $976K | Buy |
13,978
+13
| +0.1% | +$908 | 0.1% | 196 |
|
|
2023
Q2 | $961K | Buy |
13,965
+4,581
| +49% | +$315K | 0.09% | 195 |
|
|
2023
Q1 | $539K | Buy |
+9,384
| New | +$539K | 0.06% | 237 |
|