Avantax Advisory Services’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
Other funds holding BRO
Avantax Advisory Services's BRO Position: Q2 2025 in Review
Avantax Advisory Services increased its Brown & Brown (BRO) stake by 13% in Q2 2025, buying an estimated $172K and bringing the position to 13,368 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #945.
Avantax Advisory Services first reported a position in BRO in Q4 2023 and has held it in 7 quarters since. 929 funds tracked by Wall St. Rank hold BRO as of Q2 2025.
- Avantax Advisory Services held 13,368 shares of Brown & Brown worth $1.48M as of Q2 2025.
- Avantax Advisory Services bought 1,535 Brown & Brown shares in Q2 2025, an estimated $172K.
- Brown & Brown made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #945 holding.
- Avantax Advisory Services first reported a position in Brown & Brown in Q4 2023 and has held it in 7 quarters since.
- 929 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.