Nicholson Wealth Management Group’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
$1.64M Buy
14,766
+230
+2% +$25.5K 1.01% 42
2025
Q1
$1.81M Buy
14,536
+277
+2% +$34.5K 1.19% 21
2024
Q4
$1.45M Buy
14,259
+3,498
+33% +$357K 0.97% 57
2024
Q3
$1.11M Buy
+10,761
New +$1.11M 0.92% 28