Simon Quick Advisors’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 | $1.12M | Sell |
10,079
-489
| -5% | -$54.2K | 0.05% | 235 |
|
|
2025
Q1 | $1.31M | Sell |
10,568
-779
| -7% | -$96.9K | 0.07% | 129 |
|
|
2024
Q4 | $1.16M | Sell |
11,347
-263
| -2% | -$26.8K | 0.07% | 132 |
|
|
2024
Q3 | $1.2M | Sell |
11,610
-1,939
| -14% | -$201K | 0.08% | 121 |
|
|
2024
Q2 | $1.21M | Buy |
13,549
+5,507
| +68% | +$492K | 0.09% | 110 |
|
|
2024
Q1 | $704K | Buy |
8,042
+20
| +0.2% | +$1.75K | 0.05% | 154 |
|
|
2023
Q4 | $570K | Sell |
8,022
-743
| -8% | -$52.8K | 0.05% | 158 |
|
|
2023
Q3 | $612K | Buy |
8,765
+2,490
| +40% | +$174K | 0.06% | 146 |
|
|
2023
Q2 | $432K | Sell |
6,275
-1,497
| -19% | -$103K | 0.04% | 167 |
|
|
2023
Q1 | $446K | Buy |
7,772
+3,505
| +82% | +$201K | 0.05% | 164 |
|
|
2022
Q4 | $243K | Buy |
+4,267
| New | +$243K | 0.03% | 203 |
|
|
2022
Q2 | – | Sell |
-1,082
| Closed | -$78K | – | 204 |
|
|
2022
Q1 | $78K | Buy |
1,082
+1
| +0.1% | +$72 | 0.02% | 166 |
|
|
2021
Q4 | $76K | Sell |
1,081
-874
| -45% | -$61.4K | 0.02% | 186 |
|
|
2021
Q3 | $108K | Buy |
1,955
+878
| +82% | +$48.5K | 0.03% | 163 |
|
|
2021
Q2 | $57K | Buy |
1,077
+2
| +0.2% | +$106 | 0.02% | 222 |
|
|
2021
Q1 | $49K | Buy |
1,075
+2
| +0.2% | +$91 | 0.01% | 252 |
|
|
2020
Q4 | $51K | Buy |
+1,073
| New | +$51K | 0.02% | 210 |
|