JWM
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Jackson Wealth Management’s Brown & Brown BRO Stock Holding History

Jackson Wealth Management’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 		$3.34M Sell
30,113
-602
-2% -$66.8K 0.36% 58
2025
Q1 		$3.82M Sell
30,715
-520
-2% -$64.7K 0.46% 55
2024
Q4 		$3.19M Buy
31,235
+1,059
+4% +$108K 0.36% 62
2024
Q3 		$3.13M Buy
+30,176
New +$3.13M 0.37% 59