Integrated Wealth Concepts’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	$583K	Buy	+8,938	New	+$644K	﹤0.01%	1448
2025 Q4	–	Sell	-11,256	Closed	-$1.06M	–	1663
2025 Q3	$1.06M	Sell	11,256 -142	-1%	-$13.8K	0.01%	948
2025 Q2	$1.26M	Buy	11,398 +1,591	+16%	+$179K	0.01%	803
2025 Q1	$1.22M	Sell	9,807 -715	-7%	-$79.9K	0.01%	745
2024 Q4	$1.07M	Buy	10,522 +1,125	+12%	+$120K	0.01%	780
2024 Q3	$974K	Sell	9,397 -29	-0.3%	-$2.88K	0.01%	814
2024 Q2	$843K	Sell	9,426 -748	-7%	-$64.9K	0.01%	836
2024 Q1	$891K	Sell	10,174 -197	-2%	-$15.8K	0.01%	813
2023 Q4	$737K	Sell	10,371 -636	-6%	-$45.5K	0.01%	841
2023 Q3	$769K	Sell	11,007 -393	-3%	-$28K	0.01%	803
2023 Q2	$785K	Buy	+11,400	New	+$725K	0.01%	781