Triad Investment Management’s Brown & Brown BRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$3.19M Sell
2023
Q4
$2.72M Buy
2023
Q3
$2.32M Buy
2023
Q2
$2.26M Sell
2023
Q1
$1.88M Buy
2022
Q4
$1.81M Buy
2022
Q3
$1.81M Buy
2022
Q2
$1.54M Buy
2022
Q1
$911K Buy
2021
Q4
$842K Buy