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Apriem Advisors’s Brown & Brown BRO Stock Holding History

Apriem Advisors’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
2026
Q1 		$283K Hold
4,343
– – 0.03% 152
2025
Q4 		$346K Sell
4,343
-3
-0.1% -$250 0.03% 138
2025
Q3 		$408K Buy
4,346
+3
+0.1% +$292 0.04% 129
2025
Q2 		$482K Hold
4,343
– – 0.05% 117
2025
Q1 		$540K Hold
4,343
– – 0.06% 109
2024
Q4 		$443K Hold
4,343
– – 0.05% 111
2024
Q3 		$450K Hold
4,343
– – 0.05% 109
2024
Q2 		$388K Hold
4,343
– – 0.05% 116
2024
Q1 		$380K Buy
+4,343
New +$349K 0.05% 121

Other funds holding BRO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return