Summit Financial’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 | $3.75M | Sell |
33,830
-1,585
| -4% | -$176K | 0.08% | 197 |
|
|
2025
Q1 | $4.41M | Buy |
35,415
+28,390
| +404% | +$3.53M | 0.12% | 148 |
|
|
2024
Q4 | $717K | Buy |
7,025
+168
| +2% | +$17.1K | 0.03% | 379 |
|
|
2024
Q3 | $710K | Buy |
6,857
+86
| +1% | +$8.91K | 0.03% | 316 |
|
|
2024
Q2 | $605K | Buy |
6,771
+3,617
| +115% | +$323K | 0.03% | 300 |
|
|
2024
Q1 | $276K | Sell |
3,154
-606
| -16% | -$53.1K | 0.02% | 328 |
|
|
2023
Q4 | $267K | Buy |
3,760
+365
| +11% | +$26K | 0.02% | 307 |
|
|
2023
Q3 | $237K | Buy |
3,395
+191
| +6% | +$13.3K | 0.02% | 307 |
|
|
2023
Q2 | $221K | Buy |
+3,204
| New | +$221K | 0.02% | 305 |
|