TAM
Tocqueville Asset Management’s Brown & Brown BRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Hold |
2,327
| – | – | ﹤0.01% | 494 |
|
|
2025
Q1 | $289K | Hold |
2,327
| – | – | ﹤0.01% | 458 |
|
|
2024
Q4 | $237K | Hold |
2,327
| – | – | ﹤0.01% | 503 |
|
|
2024
Q3 | $241K | Hold |
2,327
| – | – | ﹤0.01% | 481 |
|
|
2024
Q2 | $208K | Hold |
2,327
| – | – | ﹤0.01% | 501 |
|
|
2024
Q1 | $204K | Buy |
+2,327
| New | +$204K | ﹤0.01% | 515 |
|
|
2023
Q4 | – | Sell |
-3,239
| Closed | -$226K | – | 520 |
|
|
2023
Q3 | $226K | Hold |
3,239
| – | – | ﹤0.01% | 475 |
|
|
2023
Q2 | $223K | Buy |
+3,239
| New | +$223K | ﹤0.01% | 492 |
|