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Avior Wealth Management’s Brown & Brown BRO Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-561
Closed -$57.2K – 945
2024
Q4 		$57.2K Sell
561
-10
-2% -$1.07K ﹤0.01% 1094
2024
Q3 		$59.2K Sell
571
-132
-19% -$13.1K ﹤0.01% 1061
2024
Q2 		$62.9K Sell
703
-650
-48% -$56.4K ﹤0.01% 1012
2024
Q1 		$118K Buy
1,353
+885
+189% +$71.1K 0.01% 894
2023
Q4 		$33.3K Sell
468
-238
-34% -$17K ﹤0.01% 800
2023
Q3 		$49.3K Sell
706
-80
-10% -$5.71K ﹤0.01% 761
2023
Q2 		$54.1K Hold
786
– – ﹤0.01% 743
2023
Q1 		$45.1K Buy
+786
New +$45.2K ﹤0.01% 793

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avior Wealth Management's BRO Position: Q1 2025 in Review

Avior Wealth Management sold out of Brown & Brown (BRO) in Q1 2025, closing a stake of 561 shares — an estimated $57.2K sold.

Avior Wealth Management first reported a position in BRO in Q1 2023 and held it in 8 quarters. The position peaked at $118K in Q1 2024. 910 funds tracked by Wall St. Rank hold BRO as of Q1 2025.

  • Avior Wealth Management reported no remaining Brown & Brown position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 561 Brown & Brown shares in Q1 2025, an estimated $57.2K.
  • Avior Wealth Management first reported a position in Brown & Brown in Q1 2023 and held it in 8 quarters.
  • Avior Wealth Management's Brown & Brown position peaked at $118K in Q1 2024.
  • 910 funds tracked by Wall St. Rank held Brown & Brown as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.