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Advisor OS’s Brown & Brown BRO Stock Holding History

Advisor OS’s Portfolio BRO Stock Details BRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$580K Sell
5,229
-149
-3% -$16.5K 0.06% 225
2025
Q1 		$669K Sell
5,378
-123
-2% -$15.3K 0.08% 183
2024
Q4 		$561K Buy
+5,501
New +$561K 0.07% 204