Frank Rimerman Advisors’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
$338K Sell
3,049
-497
-14% -$55.1K 0.02% 424
2025
Q1
$441K Buy
3,546
+281
+9% +$35K 0.04% 335
2024
Q4
$333K Buy
3,265
+143
+5% +$14.6K 0.02% 386
2024
Q3
$323K Hold
3,122
0.02% 407
2024
Q2
$279K Buy
+3,122
New +$279K 0.02% 457