Summit Global Investments’s Brown & Brown BRO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-13,495	Closed	-$960K	–	511
2023 Q4	$960K	Buy	+13,495	New	+$960K	0.06%	244
2022 Q2	–	Sell	-44,879	Closed	-$3.24M	–	468
2022 Q1	$3.24M	Sell	44,879 -1,195	-3%	-$86.4K	0.24%	105
2021 Q4	$3.24M	Buy	+46,074	New	+$3.24M	0.21%	99