Speece Thorson Capital 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
$10.6M Buy
95,854
+1,771
+2% +$196K 2.16% 29
2025
Q1
$11.7M Sell
94,083
-19,221
-17% -$2.39M 2.41% 27
2024
Q4
$11.6M Sell
113,304
-577
-0.5% -$58.9K 2.28% 27
2024
Q3
$11.8M Sell
113,881
-323
-0.3% -$33.5K 2.18% 27
2024
Q2
$10.2M Sell
114,204
-23,077
-17% -$2.06M 2.09% 27
2024
Q1
$12M Sell
137,281
-1,796
-1% -$157K 2.32% 26
2023
Q4
$9.89M Buy
139,077
+936
+0.7% +$66.6K 2.03% 30
2023
Q3
$9.65M Sell
138,141
-54,749
-28% -$3.82M 2.13% 28
2023
Q2
$13.3M Sell
192,890
-2,073
-1% -$143K 2.72% 16
2023
Q1
$11.2M Buy
194,963
+35,653
+22% +$2.05M 2.36% 24
2022
Q4
$9.08M Buy
159,310
+82,531
+107% +$4.7M 1.95% 30
2022
Q3
$4.64M Buy
76,779
+2,443
+3% +$148K 1.06% 37
2022
Q2
$4.34M Buy
+74,336
New +$4.34M 1.02% 38