Banque Cantonale Vaudoise’s Brown & Brown BRO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$686K	Sell	10,521 -2,821	-21%	-$203K	0.03%	442
2025 Q4	$1.06M	Buy	13,342 +3,416	+34%	+$285K	0.04%	356
2025 Q3	$931K	Buy	9,926 +7,900	+390%	+$770K	0.03%	366
2025 Q2	$225K	Sell	2,026 -154	-7%	-$17.3K	0.01%	536
2025 Q1	$272K	Buy	+2,180	New	+$244K	0.01%	532
2023 Q4	–	Sell	-3,924	Closed	-$275K	–	1041
2023 Q3	$275K	Sell	3,924 -576	-13%	-$41.1K	0.01%	599
2023 Q2	$309K	Buy	4,500 +800	+22%	+$50.9K	0.01%	615
2023 Q1	$212K	Hold	3,700	–	–	0.01%	687
2022 Q4	$211K	Hold	3,700	–	–	0.01%	689
2022 Q3	$223K	Hold	3,700	–	–	0.01%	689
2022 Q2	$216K	Sell	3,700 -1,000	-21%	-$61.4K	0.01%	713
2022 Q1	$340K	Hold	4,700	–	–	0.01%	659
2021 Q4	$330K	Hold	4,700	–	–	0.01%	708
2021 Q3	$261K	Hold	4,700	–	–	0.01%	734
2021 Q2	$250K	Hold	4,700	–	–	0.01%	791
2021 Q1	$215K	Hold	4,700	–	–	0.01%	758
2020 Q4	$223K	Hold	4,700	–	–	0.01%	702
2020 Q3	$212K	Sell	4,700 -1,800	-28%	-$80.3K	0.01%	664
2020 Q2	$265K	Hold	6,500	–	–	0.02%	577
2020 Q1	$235K	Buy	+6,500	New	+$275K	0.02%	580