WANY
BRO icon

Wealthspire Advisors (New York)’s Brown & Brown BRO Stock Holding History

Wealthspire Advisors (New York)’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 		$263K Buy
2,374
+260
+12% +$28.8K ﹤0.01% 703
2025
Q1 		$263K Buy
2,114
+21
+1% +$2.61K ﹤0.01% 671
2024
Q4 		$214K Buy
2,093
+84
+4% +$8.57K ﹤0.01% 733
2024
Q3 		$208K Buy
+2,009
New +$208K ﹤0.01% 701