Skip to main content
Livermore
Livermore
ZHEN

River Wealth Advisors LLC

SEC CIK
0001642570
Latest filing
Aug 4, 2026

BRO holding history

Brown & Brown, Inc. in every 13F filed by River Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BRO overviewAll 13F holders of BROFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of BRO by River Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−2,694−100.0%Sold outHolders
Q4 20252,694$214.7K<0.1%−1,125−29.5%ReducedHolders
Q3 20253,819$358.2K<0.1%+5+0.1%AddedHolders
Q2 20253,814$422.9K0.1%00.0%UnchangedHolders
Q1 20253,814$474.5K0.1%00.0%UnchangedHolders
Q4 20243,814$389.1K0.1%−102−2.6%ReducedHolders
Q3 20243,916$405.7K0.1%00.0%UnchangedHolders
Q2 20243,916$350.1K0.1%−400−9.3%ReducedHolders
Q1 20244,316$377.8K0.1%−172−3.8%ReducedHolders
Q4 20234,488$319.1K0.1%−271−5.7%ReducedHolders
Q3 20234,759$332.4K0.1%00.0%UnchangedHolders
Q2 20234,759$327.6K0.1%00.0%UnchangedHolders
Q1 20234,759$273.3K<0.1%+102+2.2%AddedHolders
Q4 20224,657$265.3K0.1%00.0%UnchangedHolders
Q3 20224,657$282.0K0.1%−370−7.4%ReducedHolders
Q2 20225,027$293.0K0.1%−410−7.5%ReducedHolders
Q1 20225,437$393.0K0.1%+370+7.3%AddedHolders
Q4 20215,067$356.0K0.1%+170+3.5%AddedHolders
Q3 20214,897$272.0K<0.1%00.0%UnchangedHolders
Q2 20214,897$260.0K<0.1%+170+3.6%AddedHolders
Q1 20214,727$216.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.