D.L. Carlson Investment Group’s Brown & Brown BRO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.76M	Sell	24,888 -12,580	-34%	-$1.39M	0.5%	55
2025 Q1	$4.66M	Sell	37,468 -2,613	-7%	-$325K	0.9%	29
2024 Q4	$4.09M	Sell	40,081 -608	-1%	-$62K	0.73%	39
2024 Q3	$4.22M	Buy	40,689 +91	+0.2%	+$9.43K	0.76%	37
2024 Q2	$3.63M	Buy	+40,598	New	+$3.63M	0.7%	41