SIM
Studio Investment Management’s Brown & Brown BRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $654K | Sell |
5,902
-110
| -2% | -$12.2K | 0.13% | 102 |
|
|
2025
Q1 | $748K | Sell |
6,012
-356
| -6% | -$44.3K | 0.15% | 86 |
|
|
2024
Q4 | $650K | Sell |
6,368
-145
| -2% | -$14.8K | 0.14% | 98 |
|
|
2024
Q3 | $675K | Buy |
6,513
+96
| +1% | +$9.95K | 0.14% | 98 |
|
|
2024
Q2 | $574K | Buy |
6,417
+130
| +2% | +$11.6K | 0.13% | 100 |
|
|
2024
Q1 | $550K | Buy |
6,287
+465
| +8% | +$40.7K | 0.13% | 97 |
|
|
2023
Q4 | $414K | Sell |
5,822
-1,026
| -15% | -$73K | 0.11% | 108 |
|
|
2023
Q3 | $478K | Sell |
6,848
-385
| -5% | -$26.9K | 0.13% | 86 |
|
|
2023
Q2 | $498K | Buy |
7,233
+224
| +3% | +$15.4K | 0.14% | 81 |
|
|
2023
Q1 | $402K | Buy |
7,009
+602
| +9% | +$34.6K | 0.12% | 95 |
|
|
2022
Q4 | $365K | Buy |
6,407
+276
| +5% | +$15.7K | 0.12% | 100 |
|
|
2022
Q3 | $371K | Buy |
6,131
+43
| +0.7% | +$2.6K | 0.13% | 87 |
|
|
2022
Q2 | $355K | Buy |
+6,088
| New | +$355K | 0.12% | 91 |
|