Valley National Advisers’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 | – | Sell |
-15
| Closed | -$1K | – | 818 |
|
|
2025
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 745 |
|
|
2024
Q3 | – | Sell |
-25
| Closed | -$2K | – | 800 |
|
|
2024
Q2 | $2K | Buy |
25
+5
| +25% | +$400 | ﹤0.01% | 881 |
|
|
2024
Q1 | $1K | Sell |
20
-5
| -20% | -$250 | ﹤0.01% | 1037 |
|
|
2023
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 1032 |
|