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Burling Wealth Partners’s Brown & Brown BRO Stock Holding History

Burling Wealth Partners’s Portfolio BRO Stock Details BRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$253K Sell
2,284
-186
-8% -$20.6K 0.05% 163
2025
Q1 		$307K Hold
2,470
– – 0.06% 142
2024
Q4 		$252K Buy
+2,470
New +$252K 0.05% 152