HCA

Hyperion Capital Advisors’s Brown & Brown BRO Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$832K	Hold	7,500	–	–	0.52%	26
2025 Q1	$933K	Hold	7,500	–	–	0.51%	25
2024 Q4	$765K	Hold	7,500	–	–	0.39%	28
2024 Q3	$777K	Hold	7,500	–	–	0.37%	27
2024 Q2	$671K	Hold	7,500	–	–	0.31%	31
2024 Q1	$657K	Hold	7,500	–	–	0.31%	32
2023 Q4	$533K	Hold	7,500	–	–	0.29%	33
2023 Q3	$524K	Hold	7,500	–	–	0.29%	36
2023 Q2	$516K	Sell	7,500 -4,500	-38%	-$310K	0.28%	38
2023 Q1	$689K	Sell	12,000 -20,000	-63%	-$1.15M	0.33%	32
2022 Q4	$1.82M	Hold	32,000	–	–	0.9%	19
2022 Q3	$1.94M	Hold	32,000	–	–	0.95%	18
2022 Q2	$1.87M	Hold	32,000	–	–	0.87%	22
2022 Q1	$2.31M	Hold	32,000	–	–	0.88%	21
2021 Q4	$2.25M	Hold	32,000	–	–	0.5%	23
2021 Q3	$1.77M	Hold	32,000	–	–	0.47%	21
2021 Q2	$1.7M	Hold	32,000	–	–	0.49%	22
2021 Q1	$1.46M	Hold	32,000	–	–	0.47%	20
2020 Q4	$1.52M	Hold	32,000	–	–	0.6%	19
2020 Q3	$1.45M	Hold	32,000	–	–	0.7%	17
2020 Q2	$1.3M	Hold	32,000	–	–	0.77%	17
2020 Q1	$1.16M	Hold	32,000	–	–	0.82%	15
2019 Q4	$1.26M	Buy	+32,000	New	+$1.26M	0.68%	17