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Alliance Wealth Advisors (Utah)’s Brown & Brown BRO Stock Holding History

Alliance Wealth Advisors (Utah)’s Portfolio BRO Stock Details BRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,599
Closed -$244K – 255
2025
Q3 		$244K Sell
2,599
-376
-13% -$36.6K 0.06% 246
2025
Q2 		$330K Sell
2,975
-749
-20% -$84.2K 0.08% 211
2025
Q1 		$463K Sell
3,724
-221
-6% -$24.7K 0.12% 166
2024
Q4 		$402K Sell
3,945
-106
-3% -$11.3K 0.1% 179
2024
Q3 		$420K Buy
4,051
+89
+2% +$8.85K 0.11% 168
2024
Q2 		$354K Buy
3,962
+79
+2% +$6.86K 0.1% 176
2024
Q1 		$340K Sell
3,883
-25
-0.6% -$2.01K 0.1% 184
2023
Q4 		$278K Buy
+3,908
New +$279K 0.09% 202

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return