Financial Advocates Investment Management’s Brown & Brown BRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,655
Closed -$579K 628
2025
Q1
$579K Buy
4,655
+136
+3% +$16.9K 0.04% 394
2024
Q4
$461K Sell
4,519
-308
-6% -$31.4K 0.03% 472
2024
Q3
$500K Buy
4,827
+285
+6% +$29.5K 0.03% 453
2024
Q2
$406K Buy
+4,542
New +$406K 0.03% 487