Heron Bay Capital Management’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	$14.2M	Buy	217,602 +128,412	+144%	+$9.26M	1.31%	26
2025 Q4	$7.11M	Sell	89,190 -151	-0.2%	-$12.6K	1.36%	25
2025 Q3	$8.38M	Sell	89,341 -548	-0.6%	-$53.4K	1.56%	22
2025 Q2	$9.97M	Sell	89,889 -7,979	-8%	-$897K	1.96%	18
2025 Q1	$12.2M	Sell	97,868 -716	-0.7%	-$80K	2.56%	16
2024 Q4	$10.1M	Sell	98,584 -275	-0.3%	-$29.4K	2.1%	20
2024 Q3	$10.2M	Sell	98,859 -11,740	-11%	-$1.17M	2.15%	19
2024 Q2	$9.89M	Buy	110,599 +366	+0.3%	+$31.8K	2.11%	20
2024 Q1	$9.65M	Buy	110,233 +487	+0.4%	+$39.1K	2.05%	21
2023 Q4	$7.8M	Sell	109,746 -639	-0.6%	-$45.7K	1.81%	20
2023 Q3	$7.71M	Buy	110,385 +14,768	+15%	+$1.05M	2.08%	19
2023 Q2	$6.58M	Buy	95,617 +13,146	+16%	+$836K	1.83%	23
2023 Q1	$4.74M	Buy	82,471 +69,782	+550%	+$4.01M	1.84%	22
2022 Q4	$723K	Buy	+12,689	New	+$742K	0.45%	43