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Baker Avenue Asset Management’s Brown & Brown BRO Stock Holding History

Baker Avenue Asset 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
2026
Q1 		$405K Sell
6,218
-3,030
-33% -$218K 0.01% 499
2025
Q4 		$737K Sell
9,248
-1,883
-17% -$157K 0.02% 294
2025
Q3 		$1.04M Buy
11,131
+1,098
+11% +$107K 0.03% 249
2025
Q2 		$1.11M Sell
10,033
-858
-8% -$96.4K 0.03% 234
2025
Q1 		$1.35M Buy
+10,891
New +$1.22M 0.04% 223
2023
Q4 		– Sell
-9,403
Closed -$657K – 522
2023
Q3 		$657K Buy
9,403
+605
+7% +$43.1K 0.03% 240
2023
Q2 		$606K Buy
8,798
+8,667
+6,616% +$551K 0.03% 247
2023
Q1 		$7.52K Hold
131
– – ﹤0.01% 808
2022
Q4 		$7.46K Buy
+131
New +$7.66K ﹤0.01% 749

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