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Prevail Innovative Wealth Advisors’s Brown & Brown BRO Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio BRO Stock Details BRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$270K Sell
4,134
-103
-2% -$7.42K 0.05% 158
2025
Q4 		$338K Buy
4,237
+103
+2% +$8.59K 0.06% 168
2025
Q3 		$388K Sell
4,134
-4,865
-54% -$474K 0.08% 174
2025
Q2 		$998K Sell
8,999
-4,491
-33% -$505K 0.22% 131
2025
Q1 		$1.68M Sell
13,490
-3,953
-23% -$442K 0.45% 75
2024
Q4 		$1.78M Hold
17,443
– – 0.52% 65
2024
Q3 		$1.81M Hold
17,443
– – 0.55% 61
2024
Q2 		$1.56M Sell
17,443
-5,294
-23% -$460K 0.55% 72
2024
Q1 		$1.99M Buy
22,737
+19,579
+620% +$1.57M 0.74% 59
2023
Q4 		$225K Buy
+3,158
New +$226K 0.11% 127

Other funds holding BRO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return