Global Retirement Partners’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	$161K	Sell	2,020 -84	-4%	-$7.01K	﹤0.01%	1601
2025 Q3	$197K	Sell	2,104 -1,343	-39%	-$131K	﹤0.01%	1187
2025 Q2	$382K	Buy	+3,447	New	+$387K	0.01%	831
2024 Q4	$692K	Sell	6,782 -10,005	-60%	-$1.07M	0.02%	539
2024 Q3	$1.74M	Sell	16,787 -465	-3%	-$46.2K	0.05%	312
2024 Q2	$1.54M	Buy	17,252 +15,580	+932%	+$1.35M	0.05%	322
2024 Q1	$146K	Buy	1,672 +874	+110%	+$70.3K	0.01%	916
2023 Q4	$59.5K	Buy	798 +40	+5%	+$2.86K	﹤0.01%	1274
2023 Q3	$53.3K	Buy	758 +208	+38%	+$14.8K	﹤0.01%	1241
2023 Q2	$37.9K	Buy	550 +514	+1,428%	+$32.7K	﹤0.01%	1408
2023 Q1	$2.33K	Buy	36 +12	+50%	+$690	﹤0.01%	2445
2022 Q4	$1.37K	Sell	24 -19	-44%	-$1.11K	﹤0.01%	2493
2022 Q3	$3K	Buy	43 +15	+54%	+$944	﹤0.01%	2071
2022 Q2	$2K	Buy	28 +1	+4%	+$61	﹤0.01%	2161
2022 Q1	$2K	Buy	+27	New	+$1.81K	﹤0.01%	2142
2021 Q2	–	Sell	-150	Closed	-$7K	–	1869
2021 Q1	$7K	Buy	+150	New	+$6.88K	﹤0.01%	1373