Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Brown & Brown BRO Stock Holding History

Kovitz Investment Group 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 		$216K Sell
1,946
-858
-31% -$95.1K ﹤0.01% 1253
2025
Q1 		$349K Sell
2,804
-125
-4% -$15.6K ﹤0.01% 999
2024
Q4 		$299K Buy
+2,929
New +$299K ﹤0.01% 1038