Marks Group 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	$5.67M	Buy	86,972 +6,371	+8%	+$459K	0.55%	70
2025 Q4	$6.42M	Sell	80,601 -6,066	-7%	-$506K	0.62%	61
2025 Q3	$8.13M	Sell	86,667 -1,234	-1%	-$120K	0.76%	56
2025 Q2	$9.75M	Buy	87,901 +790	+0.9%	+$88.8K	0.91%	24
2025 Q1	$10.8M	Sell	87,111 -4,391	-5%	-$491K	1.04%	14
2024 Q4	$9.34M	Sell	91,502 -3,890	-4%	-$415K	0.92%	28
2024 Q3	$9.88M	Sell	95,392 -4,537	-5%	-$451K	0.94%	19
2024 Q2	$8.93M	Sell	99,929 -8,623	-8%	-$749K	0.94%	19
2024 Q1	$9.5M	Sell	108,552 -1,405	-1%	-$113K	0.99%	24
2023 Q4	$7.82M	Sell	109,957 -1,358	-1%	-$97.1K	0.89%	31
2023 Q3	$7.77M	Sell	111,315 -1,408	-1%	-$100K	0.96%	19
2023 Q2	$7.76M	Buy	112,723 +931	+0.8%	+$59.2K	0.92%	23
2023 Q1	$6.42M	Buy	111,792 +2,304	+2%	+$132K	0.82%	49
2022 Q4	$6.24M	Buy	109,488 +1,512	+1%	+$88.4K	0.85%	47
2022 Q3	$6.53M	Buy	107,976 +1,819	+2%	+$114K	0.99%	16
2022 Q2	$6.19M	Buy	106,157 +2,120	+2%	+$130K	0.89%	25
2022 Q1	$7.52M	Buy	104,037 +5,874	+6%	+$394K	0.94%	18
2021 Q4	$6.89M	Sell	98,163 -10,070	-9%	-$650K	0.84%	28
2021 Q3	$6M	Sell	108,233 -1,060	-1%	-$59.1K	0.81%	40
2021 Q2	$5.81M	Sell	109,293 -4,169	-4%	-$214K	0.8%	41
2021 Q1	$5.18M	Buy	113,462 +6,297	+6%	+$289K	0.77%	58
2020 Q4	$5.08M	Buy	107,165 +180	+0.2%	+$8.29K	0.79%	47
2020 Q3	$4.84M	Buy	106,985 +682	+0.6%	+$30.4K	0.87%	31
2020 Q2	$4.34M	Sell	106,303 -784	-0.7%	-$30.2K	0.88%	39
2020 Q1	$3.88M	Sell	107,087 -26,922	-20%	-$1.14M	1%	10
2019 Q4	$5.29M	Buy	+134,009	New	+$5.03M	1.04%	9