Schwartz Investment Counsel’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $49.9M | Buy |
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|
2025
Q2 | $57.6M | Hold |
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|
2025
Q1 | $64.6M | Hold |
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|
2024
Q4 | $53M | Hold |
|
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|
2024
Q3 | $53.8M | Hold |
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|
2024
Q2 | $46.4M | Hold |
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|
2024
Q1 | $45.4M | Hold |
|
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|
2023
Q4 | $36.9M | Hold |
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|
2023
Q3 | $36.3M | Buy |
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|
2023
Q2 | $34M | Buy |
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|
2023
Q1 | $26M | Buy |
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|
2022
Q4 | $19.8M | Buy |
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|
2022
Q3 | $19M | Hold |
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|
2022
Q2 | $18.3M | Buy |
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|
2022
Q1 | $18.2M | Buy |
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|
2021
Q4 | $16.8M | Hold |
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|
2021
Q3 | $13.3M | Buy |
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|
2021
Q2 | $11.1M | Buy |
|