VIA
Virtus Investment Advisers’s Brown & Brown BRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Sell |
12,109
-1,418
| -10% | -$157K | 0.45% | 122 |
|
|
2025
Q1 | $1.68M | Buy |
13,527
+11,803
| +685% | +$1.47M | 0.46% | 11 |
|
|
2024
Q4 | $176K | Hold |
1,724
| – | – | 0.14% | 206 |
|
|
2024
Q3 | $179K | Hold |
1,724
| – | – | 0.14% | 210 |
|
|
2024
Q2 | $154K | Sell |
1,724
-896
| -34% | -$80.1K | 0.13% | 206 |
|
|
2024
Q1 | $229K | Sell |
2,620
-280
| -10% | -$24.5K | 0.16% | 171 |
|
|
2023
Q4 | $206K | Buy |
+2,900
| New | +$206K | 0.15% | 184 |
|