Schwartz Investment Counsel’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 | $57.6M | Hold |
519,150
| – | – | 1.9% | 17 |
|
|
2025
Q1 | $64.6M | Hold |
519,150
| – | – | 2.22% | 13 |
|
|
2024
Q4 | $53M | Hold |
519,150
| – | – | 1.91% | 18 |
|
|
2024
Q3 | $53.8M | Hold |
519,150
| – | – | 1.91% | 16 |
|
|
2024
Q2 | $46.4M | Hold |
519,150
| – | – | 1.72% | 20 |
|
|
2024
Q1 | $45.4M | Hold |
519,150
| – | – | 1.66% | 22 |
|
|
2023
Q4 | $36.9M | Hold |
519,150
| – | – | 1.44% | 28 |
|
|
2023
Q3 | $36.3M | Buy |
519,150
+25,000
| +5% | +$1.75M | 1.55% | 21 |
|
|
2023
Q2 | $34M | Buy |
494,150
+42,000
| +9% | +$2.89M | 1.44% | 26 |
|
|
2023
Q1 | $26M | Buy |
452,150
+104,700
| +30% | +$6.01M | 1.14% | 35 |
|
|
2022
Q4 | $19.8M | Buy |
347,450
+34,000
| +11% | +$1.94M | 0.9% | 39 |
|
|
2022
Q3 | $19M | Hold |
313,450
| – | – | 0.97% | 40 |
|
|
2022
Q2 | $18.3M | Buy |
313,450
+61,750
| +25% | +$3.6M | 0.89% | 39 |
|
|
2022
Q1 | $18.2M | Buy |
251,700
+12,000
| +5% | +$867K | 0.76% | 42 |
|
|
2021
Q4 | $16.8M | Hold |
239,700
| – | – | 0.65% | 45 |
|
|
2021
Q3 | $13.3M | Buy |
239,700
+30,000
| +14% | +$1.66M | 0.55% | 45 |
|
|
2021
Q2 | $11.1M | Buy |
+209,700
| New | +$11.1M | 0.45% | 51 |
|