Simon Quick Advisors’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
$873K Buy
2025
Q2
$937K Sell
2025
Q1
$1.31M Sell
2024
Q4
$1.16M Sell
2024
Q3
$1.2M Sell
2024
Q2
$1.21M Buy
2024
Q1
$704K Buy
2023
Q4
$570K Sell
2023
Q3
$612K Buy
2023
Q2
$432K Sell
2023
Q1
$446K Buy
2022
Q4
$243K Buy
2022
Q2
Sell
2022
Q1
$78K Buy
2021
Q4
$76K Sell
2021
Q3
$108K Buy
2021
Q2
$57K Buy
2021
Q1
$49K Buy
2020
Q4
$51K Buy