Waverly Advisors’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
$487K Buy
4,392
+41
+0.9% +$4.55K 0.01% 809
2025
Q1
$541K Buy
4,351
+1,989
+84% +$247K 0.01% 753
2024
Q4
$241K Buy
+2,362
New +$241K ﹤0.01% 882