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Golden State Equity Partners’s Brown & Brown BRO Stock Holding History

Golden State Equity Partners’s Portfolio BRO Stock Details BRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$83.2K Buy
+1,276
New +$92K 0.01% 774
2025
Q4 		– Sell
-6,143
Closed -$576K – 497
2025
Q3 		$576K Buy
6,143
+564
+10% +$55K 0.1% 239
2025
Q2 		$619K Sell
5,579
-1,265
-18% -$142K 0.11% 219
2025
Q1 		$851K Sell
6,844
-1,032
-13% -$115K 0.17% 157
2024
Q4 		$804K Sell
7,876
-1,310
-14% -$140K 0.15% 159
2024
Q3 		$952K Sell
9,186
-2,228
-20% -$222K 0.5% 35
2024
Q2 		$1.02M Buy
+11,414
New +$991K 0.21% 117
2023
Q4 		$332K Buy
4,669
+982
+27% +$70.2K 0.08% 259
2023
Q3 		$258K Buy
+3,687
New +$263K 0.07% 279

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