Wealthcare Advisory Partners’s Brown & Brown BRO Stock Holding History

Wealthcare Advisory Partners’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	–	Sell	-11,150	Closed	-$727K	–	1098
2026 Q1	$727K	Sell	11,150 -2,455	-18%	-$177K	0.01%	593
2025 Q4	$1.08M	Sell	13,605 -11,859	-47%	-$989K	0.02%	493
2025 Q3	$2.39M	Sell	25,464 -903	-3%	-$88K	0.05%	299
2025 Q2	$2.92M	Sell	26,367 -655	-2%	-$73.6K	0.07%	248
2025 Q1	$3.36M	Sell	27,022 -1,321	-5%	-$148K	0.09%	192
2024 Q4	$2.89M	Sell	28,343 -112	-0.4%	-$12K	0.08%	209
2024 Q3	$2.95M	Sell	28,455 -786	-3%	-$78.2K	0.08%	208
2024 Q2	$2.61M	Sell	29,241 -846	-3%	-$73.4K	0.08%	204
2024 Q1	$2.63M	Buy	+30,087	New	+$2.42M	0.09%	198
2020 Q2	–	Sell	-96	Closed	-$3K	–	437
2020 Q1	$3K	Hold	96	–	–	﹤0.01%	1209
2019 Q4	$4K	Hold	96	–	–	﹤0.01%	1129
2019 Q3	$3K	Hold	96	–	–	﹤0.01%	1134
2019 Q2	$3K	Hold	96	–	–	﹤0.01%	1129
2019 Q1	$3K	Hold	96	–	–	﹤0.01%	1029
2018 Q4	$3K	Hold	96	–	–	﹤0.01%	1012
2018 Q3	$3K	Hold	96	–	–	﹤0.01%	1059
2018 Q2	$3K	Buy	+96	New	+$2.61K	﹤0.01%	1047

Other funds holding BRO

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

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

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return