Sentry Investment Management’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
Q2 | $73K | Hold |
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|
2025
Q1 | $76K | Sell |
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|
2024
Q4 | $90K | Sell |
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|
2024
Q3 | $106K | Hold |
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|
2024
Q2 | $92K | Sell |
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|
2024
Q1 | $108K | Hold |
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|
2023
Q4 | $88K | Sell |
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|
2023
Q3 | $96K | Sell |
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|
2023
Q2 | $105K | Hold |
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|
2023
Q1 | $87K | Sell |
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|
2022
Q4 | $88K | Buy |
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|
2022
Q3 | $85K | Hold |
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|
2022
Q2 | $82K | Sell |
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|
2022
Q1 | $121K | Sell |
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|
2021
Q4 | $138K | Hold |
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|
2021
Q3 | $109K | Buy |
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