Zimmer Partners’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 | $4.48M | Buy |
+40,385
| New | +$4.48M | 0.1% | 104 |
|
|
2023
Q1 | – | Sell |
-500,000
| Closed | -$28.5M | – | 97 |
|
|
2022
Q4 | $28.5M | Buy |
500,000
+325,000
| +186% | +$18.5M | 0.57% | 42 |
|
|
2022
Q3 | $10.6M | Hold |
175,000
| – | – | 0.23% | 54 |
|
|
2022
Q2 | $10.2M | Buy |
+175,000
| New | +$10.2M | 0.21% | 59 |
|