AssuredPartners Investment Advisors’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
Sell
-6,211
Closed -$773K 258
2025
Q1
$773K Sell
6,211
-241
-4% -$30K 0.15% 150
2024
Q4
$658K Buy
+6,452
New +$658K 0.13% 162