Somerset Trust’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 | $358K | Sell |
|
|||||
|
2025
Q2 | $431K | Sell |
|
|||||
|
2025
Q1 | $490K | Sell |
|
|||||
|
2024
Q4 | $405K | Sell |
|
|||||
|
2024
Q3 | $470K | Sell |
|
|||||
|
2024
Q2 | $406K | Sell |
|
|||||
|
2024
Q1 | $398K | Sell |
|
|||||
|
2023
Q4 | $324K | Sell |
|
|||||
|
2023
Q3 | $400K | Buy |
|
|||||
|
2023
Q2 | $380K | Sell |
|
|||||
|
2023
Q1 | $318K | Sell |
|
|||||
|
2022
Q4 | $341K | Hold |
|
|||||
|
2022
Q3 | $362K | Hold |
|
|||||
|
2022
Q2 | $349K | Sell |
|
|||||
|
2022
Q1 | $440K | Sell |
|
|||||
|
2021
Q4 | $446K | Buy |
|
|||||
|
2021
Q3 | $346K | Sell |
|
|||||
|
2021
Q2 | $340K | Sell |
|
|||||
|
2021
Q1 | $296K | Sell |
|
|||||
|
2020
Q4 | $310K | Buy |
|