CIBC Private Wealth Group’s Brown & Brown BRO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$4.43M	Sell	55,575 -6,078	-10%	-$507K	0.01%	451
2025 Q3	$5.78M	Sell	61,653 -1,359,536	-96%	-$132M	0.01%	404
2025 Q2	$158M	Buy	1,421,189 +15,760	+1%	+$1.77M	0.28%	95
2025 Q1	$158M	Buy	1,405,429 +14,427	+1%	+$1.61M	0.33%	84
2024 Q4	$143M	Sell	1,391,002 -21,676	-2%	-$2.31M	0.26%	95
2024 Q3	$146M	Sell	1,412,678 -3,085	-0.2%	-$307K	0.26%	91
2024 Q2	$128M	Buy	1,415,763 +23,297	+2%	+$2.02M	0.24%	102
2024 Q1	$120M	Sell	1,392,466 -3,747	-0.3%	-$301K	0.24%	103
2023 Q4	$99.3M	Sell	1,396,213 -12,917	-0.9%	-$923K	0.21%	112
2023 Q3	$98.4M	Sell	1,409,130 -84,794	-6%	-$6.05M	0.23%	102
2023 Q2	$103M	Buy	1,493,924 +56,052	+4%	+$3.57M	0.22%	105
2023 Q1	$82.6M	Sell	1,437,872 -41,717	-3%	-$2.4M	0.18%	122
2022 Q4	$2.47M	Sell	1,479,589 -832,179	-36%	-$48.7M	0.01%	397
2022 Q3	$140M	Sell	2,311,768 -66,230	-3%	-$4.17M	0.38%	72
2022 Q2	$139M	Sell	2,377,998 -182,226	-7%	-$11.2M	0.36%	73
2022 Q1	$185M	Buy	2,560,224 +966,166	+61%	+$64.8M	0.4%	69
2021 Q4	$112M	Sell	1,594,058 -598	-0%	-$38.6K	0.23%	100
2021 Q3	$88.4M	Buy	1,594,656 +33,506	+2%	+$1.87M	0.21%	105
2021 Q2	$83M	Buy	1,561,150 +937,118	+150%	+$48.2M	0.19%	119
2021 Q1	$28.5M	Buy	+624,032	New	+$28.6M	0.07%	198