Laird Norton Wetherby 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
2025 Q3	$393K	Buy	4,190 +183	+5%	+$17.8K	0.02%	661
2025 Q2	$444K	Buy	+4,007	New	+$450K	0.02%	608
2024 Q4	$526K	Buy	5,153 +723	+16%	+$77.2K	0.03%	510
2024 Q3	$459K	Sell	4,430 -64	-1%	-$6.37K	0.02%	588
2024 Q2	$402K	Sell	4,494 -19	-0.4%	-$1.65K	0.02%	607
2024 Q1	$395K	Sell	4,513 -222	-5%	-$17.8K	0.02%	639
2023 Q4	$337K	Buy	4,735 +81	+2%	+$5.79K	0.02%	682
2023 Q3	$325K	Sell	4,654 -413	-8%	-$29.5K	0.02%	668
2023 Q2	$349K	Buy	5,067 +78	+2%	+$4.96K	0.02%	661
2023 Q1	$286K	Sell	4,989 -538	-10%	-$30.9K	0.02%	725
2022 Q4	$315K	Buy	5,527 +132	+2%	+$7.72K	0.02%	666
2022 Q3	$326K	Sell	5,395 -231	-4%	-$14.5K	0.02%	630
2022 Q2	$328K	Buy	5,626 +437	+8%	+$26.8K	0.02%	646
2022 Q1	$375K	Sell	5,189 -55	-1%	-$3.69K	0.02%	617
2021 Q4	$369K	Sell	5,244 -132	-2%	-$8.52K	0.02%	641
2021 Q3	$298K	Buy	5,376 +55	+1%	+$3.06K	0.02%	712
2021 Q2	$283K	Buy	+5,321	New	+$274K	0.02%	735