Mirabella Financial Services’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	$352K	Buy	+5,395	New	+$389K	0.03%	420
2025 Q4	–	Sell	-16,844	Closed	-$1.58M	–	687
2025 Q3	$1.58M	Buy	16,844 +7,160	+74%	+$698K	0.14%	144
2025 Q2	$1.08M	Sell	9,684 -199,896	-95%	-$22.5M	0.11%	121
2025 Q1	$26.1M	Buy	209,580 +191,769	+1,077%	+$21.4M	0.53%	42
2024 Q4	$1.82M	Buy	+17,811	New	+$1.9M	0.17%	111
2024 Q3	–	Sell	-10,045	Closed	-$898K	–	203
2024 Q2	$898K	Buy	+10,045	New	+$872K	0.07%	170
2023 Q4	–	Sell	-18,701	Closed	-$1.31M	–	445
2023 Q3	$1.31M	Buy	+18,701	New	+$1.33M	0.19%	129
2022 Q1	–	Sell	-70,020	Closed	-$4.92M	–	548
2021 Q4	$4.92M	Sell	70,020 -25,351	-27%	-$1.64M	0.5%	52
2021 Q3	$5.29M	Buy	95,371 +90,207	+1,747%	+$5.03M	0.69%	42
2021 Q2	$274K	Buy	+5,164	New	+$266K	0.05%	223
2020 Q4	–	Sell	-5,533	Closed	-$250K	–	334
2020 Q3	$250K	Buy	+5,533	New	+$247K	0.07%	244