Jacobs Levy Equity 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
2025 Q2	–	Sell	-127,264	Closed	-$15.8M	–	1044
2025 Q1	$15.8M	Buy	+127,264	New	+$14.2M	0.06%	263
2023 Q4	–	Sell	-164,452	Closed	-$11.5M	–	982
2023 Q3	$11.5M	Sell	164,452 -77,482	-32%	-$5.53M	0.07%	243
2023 Q2	$16.7M	Sell	241,934 -13,045	-5%	-$830K	0.1%	218
2023 Q1	$14.6M	Buy	254,979 +165,660	+185%	+$9.52M	0.09%	230
2022 Q4	$5.09M	Sell	89,319 -9,873	-10%	-$577K	0.03%	395
2022 Q3	$6M	Buy	+99,192	New	+$6.24M	0.05%	353
2019 Q1	–	Sell	-9,040	Closed	-$249K	–	958
2018 Q4	$249K	Sell	9,040 -5,240	-37%	-$148K	﹤0.01%	839
2018 Q3	$422K	Buy	+14,280	New	+$424K	0.01%	812
2014 Q2	–	Sell	-614,324	Closed	-$9.45M	–	839
2014 Q1	$9.45M	Sell	614,324 -128,786	-17%	-$1.98M	0.16%	182
2013 Q4	$11.7M	Buy	743,110 +365,764	+97%	+$5.8M	0.18%	179
2013 Q3	$6.06M	Buy	+377,346	New	+$6.16M	0.1%	239