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Trinity Financial Advisors’s Brown & Brown BRO Stock Holding History

Trinity Financial Advisors’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 		$253K Hold
2,278
– – 0.08% 79
2025
Q1 		$283K Hold
2,278
– – 0.1% 71
2024
Q4 		$229K Buy
2,278
+1
+0% +$101 0.09% 77
2024
Q3 		$230K Hold
2,277
– – 0.1% 75
2024
Q2 		$204K Buy
+2,277
New +$204K 0.09% 83