Sabal Trust’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 | $2.84M | Hold |
22,850
| – | – | 0.16% | 86 |
|
|
2024
Q4 | $2.33M | Hold |
22,850
| – | – | 0.13% | 97 |
|
|
2024
Q3 | $2.37M | Buy |
22,850
+1,968
| +9% | +$204K | 0.13% | 93 |
|
|
2024
Q2 | $1.87M | Sell |
20,882
-2,345
| -10% | -$210K | 0.11% | 90 |
|
|
2024
Q1 | $2.03M | Buy |
23,227
+2,345
| +11% | +$205K | 0.12% | 86 |
|
|
2023
Q4 | $1.48M | Sell |
20,882
-2,345
| -10% | -$167K | 0.09% | 95 |
|
|
2023
Q3 | $1.62M | Hold |
23,227
| – | – | 0.11% | 84 |
|
|
2023
Q2 | $1.6M | Buy |
+23,227
| New | +$1.6M | 0.1% | 81 |
|
|
2022
Q1 | – | Sell |
-4,868
| Closed | -$342K | – | 149 |
|
|
2021
Q4 | $342K | Hold |
4,868
| – | – | 0.02% | 119 |
|
|
2021
Q3 | $270K | Hold |
4,868
| – | – | 0.02% | 129 |
|
|
2021
Q2 | $259K | Hold |
4,868
| – | – | 0.02% | 134 |
|
|
2021
Q1 | $223K | Hold |
4,868
| – | – | 0.02% | 142 |
|
|
2020
Q4 | $231K | Sell |
4,868
-693
| -12% | -$32.9K | 0.02% | 138 |
|
|
2020
Q3 | $252K | Hold |
5,561
| – | – | 0.02% | 117 |
|
|
2020
Q2 | $227K | Hold |
5,561
| – | – | 0.02% | 122 |
|
|
2020
Q1 | $201K | Hold |
5,561
| – | – | 0.02% | 124 |
|
|
2019
Q4 | $220K | Hold |
5,561
| – | – | 0.02% | 145 |
|
|
2019
Q3 | $201K | Buy |
+5,561
| New | +$201K | 0.02% | 143 |
|