B. Riley Wealth Advisors’s Brown & Brown BRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$201K Buy
2015
Q1
Sell
2014
Q4
$65 Buy
2014
Q3
Sell
2014
Q2
$67.9K Buy