Tortoise Investment Management’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 | $3.88K | Buy |
35
+2
| +6% | +$222 | ﹤0.01% | 684 |
|
|
2025
Q1 | $4.11K | Hold |
33
| – | – | ﹤0.01% | 649 |
|
|
2024
Q4 | $3.37K | Hold |
33
| – | – | ﹤0.01% | 712 |
|
|
2024
Q3 | $3.42K | Hold |
33
| – | – | ﹤0.01% | 717 |
|
|
2024
Q2 | $2.95K | Hold |
33
| – | – | ﹤0.01% | 726 |
|
|
2024
Q1 | $2.89K | Buy |
+33
| New | +$2.89K | ﹤0.01% | 725 |
|