SRB Corp’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-7,897
| Closed | -$450K | – | 117 |
|
2022
Q4 | $450K | Buy |
+7,897
| New | +$450K | 0.03% | 56 |
|
2022
Q3 | – | Sell |
-27,347
| Closed | -$1.6M | – | 109 |
|
2022
Q2 | $1.6M | Buy |
27,347
+6,045
| +28% | +$353K | 0.1% | 19 |
|
2022
Q1 | $1.54M | Hold |
21,302
| – | – | 0.09% | 34 |
|
2021
Q4 | $1.5M | Buy |
+21,302
| New | +$1.5M | 0.08% | 30 |
|