Legacy Financial Strategies’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	$2.41M	Buy	36,974 +2,762	+8%	+$199K	0.44%	38
2025 Q4	$2.73M	Sell	34,212 -1,772	-5%	-$148K	0.48%	35
2025 Q3	$3.37M	Buy	35,984 +2,174	+6%	+$212K	0.61%	31
2025 Q2	$3.75M	Sell	33,810 -1,991	-6%	-$224K	0.74%	21
2025 Q1	$4.45M	Sell	35,801 -6,172	-15%	-$690K	0.97%	16
2024 Q4	$4.22M	Sell	41,973 -1,653	-4%	-$177K	0.91%	16
2024 Q3	$4.52M	Sell	43,626 -199	-0.5%	-$19.8K	1%	15
2024 Q2	$3.95M	Buy	43,825 +3,215	+8%	+$279K	0.95%	16
2024 Q1	$3.56M	Sell	40,610 -58	-0.1%	-$4.66K	0.92%	15
2023 Q4	$2.89M	Sell	40,668 -88	-0.2%	-$6.29K	0.82%	22
2023 Q3	$2.92M	Buy	40,756 +1,113	+3%	+$79.4K	0.94%	16
2023 Q2	$2.73M	Buy	39,643 +3,029	+8%	+$193K	0.91%	16
2023 Q1	$2.1M	Buy	36,614 +6,340	+21%	+$364K	0.78%	28
2022 Q4	$1.72M	Buy	30,274 +1,927	+7%	+$113K	0.71%	36
2022 Q3	$1.71M	Buy	28,347 +2,816	+11%	+$177K	0.8%	24
2022 Q2	$1.49M	Buy	+25,531	New	+$1.57M	0.74%	30