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

Valeo Financial 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 Q2	$201K	Buy	+3,134	New	+$191K	﹤0.01%	766
2021 Q2	–	Sell	-10	Closed	–	–	696
2021 Q1	$0	Hold	10	–	–	﹤0.01%	2030
2020 Q4	$0	Hold	10	–	–	﹤0.01%	1684
2020 Q3	$0	Sell	10 -208	-95%	-$9.28K	﹤0.01%	1654
2020 Q2	$9K	Buy	218 +41	+23%	+$1.58K	﹤0.01%	1305
2020 Q1	$7K	Sell	177 -266	-60%	-$11.2K	﹤0.01%	1191
2019 Q4	$17K	Buy	443 +254	+134%	+$9.54K	﹤0.01%	950
2019 Q3	$7K	Hold	189	–	–	﹤0.01%	1107
2019 Q2	$6K	Hold	189	–	–	﹤0.01%	1142
2019 Q1	$6K	Hold	189	–	–	﹤0.01%	1085
2018 Q4	$5K	Buy	189 +13	+7%	+$368	﹤0.01%	1061
2018 Q3	$5K	Buy	176 +12	+7%	+$357	﹤0.01%	1178
2018 Q2	$5K	Buy	164 +28	+21%	+$762	﹤0.01%	1123
2018 Q1	$3K	Hold	136	–	–	﹤0.01%	1241
2017 Q4	$3K	Buy	136 +88	+183%	+$2.21K	﹤0.01%	1103
2017 Q3	$1K	Buy	+48	New	+$1.08K	﹤0.01%	1077

Other funds holding BRO

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Courant Investment Management Franklin, Tennessee $103M AUM 14.55% 1-Year Est. Return

Spring Capital Management Amarillo, Texas $205M AUM 17.93% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return