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

Summit Global Investments’s Portfolio BRO Stock Details BRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$719K	Buy
2024 Q1	–	Sell
2023 Q4	$960K	Buy
2022 Q2	–	Sell
2022 Q1	$3.24M	Sell
2021 Q4	$3.24M	Buy