Summit Securities Group’s Brown & Brown BRO Stock Holding History

Summit Securities Group’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 Q2	$21K	Buy
2025 Q1	$124	Buy
2024 Q1	–	Sell
2023 Q4	$0	Buy
2023 Q3	–	Sell
2023 Q2	$21K	Sell
2023 Q1	$26K	Buy
2022 Q4	$14K	Buy
2022 Q3	–	Sell
2022 Q2	$28K	Buy
2022 Q1	$7K	Buy