Brendel Financial Advisors’s Brown & Brown BRO Stock Holding History

Brendel Financial Advisors’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 Q2	$363K	Sell
2025 Q1	$4.24M	Sell
2024 Q4	$3.53M	Sell
2024 Q3	$3.74M	Sell
2024 Q2	$3.29M	Buy
2024 Q1	–	Sell
2023 Q4	$3.31M	Buy