Kingsview Wealth 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	$6.24M	Buy	95,689 +92,031	+2,516%	+$6.63M	0.09%	254
2025 Q4	$292K	Buy	3,658 +4	+0.1%	+$334	﹤0.01%	1030
2025 Q3	$343K	Sell	3,654 -1,613	-31%	-$157K	0.01%	916
2025 Q2	$584K	Buy	5,267 +114	+2%	+$12.8K	0.01%	720
2025 Q1	$641K	Sell	5,153 -72	-1%	-$8.04K	0.01%	656
2024 Q4	$533K	Sell	5,225 -42	-0.8%	-$4.49K	0.01%	715
2024 Q3	$546K	Buy	5,267 +68	+1%	+$6.76K	0.01%	683
2024 Q2	$465K	Sell	5,199 -52	-1%	-$4.51K	0.01%	702
2024 Q1	$460K	Buy	5,251 +2,199	+72%	+$177K	0.01%	688
2023 Q4	$217K	Sell	3,052 -33	-1%	-$2.36K	0.01%	878
2023 Q3	$215K	Buy	+3,085	New	+$220K	0.01%	859
2022 Q2	–	Sell	-3,081	Closed	-$223K	–	816
2022 Q1	$223K	Buy	3,081 +94	+3%	+$6.3K	0.01%	790
2021 Q4	$210K	Buy	+2,987	New	+$193K	0.01%	845
2021 Q1	–	Sell	-5,618	Closed	-$266K	–	869
2020 Q4	$266K	Sell	5,618 -429	-7%	-$19.7K	0.02%	579
2020 Q3	$274K	Sell	6,047 -15,166	-71%	-$676K	0.02%	494
2020 Q2	$865K	Buy	21,213 +2,974	+16%	+$115K	0.09%	225
2020 Q1	$661K	Buy	+18,239	New	+$771K	0.09%	231