Sentry Investment Management’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 | $73K | Hold |
678
| – | – | 0.04% | 330 |
|
|
2025
Q1 | $76K | Sell |
678
-203
| -23% | -$22.8K | 0.05% | 293 |
|
|
2024
Q4 | $90K | Sell |
881
-144
| -14% | -$14.7K | 0.04% | 320 |
|
|
2024
Q3 | $106K | Hold |
1,025
| – | – | 0.04% | 326 |
|
|
2024
Q2 | $92K | Sell |
1,025
-210
| -17% | -$18.8K | 0.04% | 323 |
|
|
2024
Q1 | $108K | Hold |
1,235
| – | – | 0.04% | 331 |
|
|
2023
Q4 | $88K | Sell |
1,235
-133
| -10% | -$9.48K | 0.04% | 367 |
|
|
2023
Q3 | $96K | Sell |
1,368
-155
| -10% | -$10.9K | 0.05% | 347 |
|
|
2023
Q2 | $105K | Hold |
1,523
| – | – | 0.04% | 378 |
|
|
2023
Q1 | $87K | Sell |
1,523
-18
| -1% | -$1.03K | 0.04% | 388 |
|
|
2022
Q4 | $88K | Buy |
1,541
+137
| +10% | +$7.82K | 0.04% | 388 |
|
|
2022
Q3 | $85K | Hold |
1,404
| – | – | 0.04% | 383 |
|
|
2022
Q2 | $82K | Sell |
1,404
-273
| -16% | -$15.9K | 0.04% | 413 |
|
|
2022
Q1 | $121K | Sell |
1,677
-282
| -14% | -$20.3K | 0.04% | 400 |
|
|
2021
Q4 | $138K | Hold |
1,959
| – | – | 0.04% | 395 |
|
|
2021
Q3 | $109K | Buy |
+1,959
| New | +$109K | 0.03% | 425 |
|