SevenBridge Financial Group’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 | $611K | Hold |
6,446
| – | – | 0.11% | 139 |
|
|
2025
Q1 | $714K | Sell |
6,446
-60
| -0.9% | -$6.65K | 0.14% | 136 |
|
|
2024
Q4 | $708K | Hold |
6,506
| – | – | 0.13% | 124 |
|
|
2024
Q3 | $728K | Hold |
6,506
| – | – | 0.14% | 125 |
|
|
2024
Q2 | $647K | Hold |
6,506
| – | – | 0.14% | 121 |
|
|
2024
Q1 | $543K | Sell |
6,506
-2,000
| -24% | -$167K | 0.12% | 125 |
|
|
2023
Q4 | $605K | Hold |
8,506
| – | – | 0.14% | 120 |
|
|
2023
Q3 | $594K | Hold |
8,506
| – | – | 0.15% | 117 |
|
|
2023
Q2 | $586K | Buy |
8,506
+558
| +7% | +$38.4K | 0.15% | 118 |
|
|
2023
Q1 | $456K | Hold |
7,948
| – | – | 0.13% | 127 |
|
|
2022
Q4 | $453K | Buy |
7,948
+1,000
| +14% | +$57K | 0.13% | 125 |
|
|
2022
Q3 | $420K | Hold |
6,948
| – | – | 0.14% | 115 |
|
|
2022
Q2 | $405K | Buy |
6,948
+2,050
| +42% | +$119K | 0.16% | 99 |
|
|
2022
Q1 | $354K | Hold |
4,898
| – | – | 0.12% | 115 |
|
|
2021
Q4 | $344K | Sell |
4,898
-60
| -1% | -$4.21K | 0.1% | 135 |
|
|
2021
Q3 | $275K | Sell |
4,958
-20
| -0.4% | -$1.11K | 0.09% | 139 |
|
|
2021
Q2 | $265K | Hold |
4,978
| – | – | 0.09% | 147 |
|
|
2021
Q1 | $228K | Hold |
4,978
| – | – | 0.08% | 144 |
|
|
2020
Q4 | $236K | Hold |
4,978
| – | – | 0.09% | 139 |
|
|
2020
Q3 | $225K | Hold |
4,978
| – | – | 0.1% | 126 |
|
|
2020
Q2 | $203K | Buy |
+4,978
| New | +$203K | 0.1% | 131 |
|
|
2019
Q3 | – | Sell |
-4,978
| Closed | -$167K | – | 193 |
|
|
2019
Q2 | $167K | Sell |
4,978
-1,676
| -25% | -$56.2K | 0.06% | 156 |
|
|
2019
Q1 | $196K | Hold |
6,654
| – | – | 0.07% | 133 |
|
|
2018
Q4 | $183K | Hold |
6,654
| – | – | 0.11% | 129 |
|
|
2018
Q3 | $197K | Hold |
6,654
| – | – | 0.1% | 128 |
|
|
2018
Q2 | $185K | Hold |
6,654
| – | – | 0.1% | 142 |
|
|
2018
Q1 | $169K | Hold |
6,654
| – | – | 0.1% | 143 |
|
|
2017
Q4 | $171K | Sell |
6,654
-2,544
| -28% | -$65.4K | 0.09% | 147 |
|
|
2017
Q3 | $222K | Hold |
9,198
| – | – | 0.13% | 131 |
|
|
2017
Q2 | $198K | Hold |
9,198
| – | – | 0.12% | 137 |
|
|
2017
Q1 | $192K | Sell |
9,198
-1,428
| -13% | -$29.8K | 0.13% | 134 |
|
|
2016
Q4 | $199K | Hold |
10,626
| – | – | 0.14% | 130 |
|
|
2016
Q3 | $199K | Sell |
10,626
-10,828
| -50% | -$203K | 0.15% | 130 |
|
|
2016
Q2 | $402K | Buy |
+21,454
| New | +$402K | 0.28% | 90 |
|