Motley Fool Asset 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	$4.76M	Sell	73,041 -4,432	-6%	-$319K	0.2%	98
2025 Q4	$6.17M	Sell	77,473 -10,190	-12%	-$850K	0.24%	95
2025 Q3	$8.22M	Buy	87,663 +1,799	+2%	+$175K	0.34%	62
2025 Q2	$9.52M	Sell	85,864 -1,860	-2%	-$209K	0.44%	46
2025 Q1	$10.9M	Sell	87,724 -2,790	-3%	-$312K	0.61%	33
2024 Q4	$9.23M	Sell	90,514 -30,268	-25%	-$3.23M	0.48%	48
2024 Q3	$12.7M	Sell	120,782 -18,083	-13%	-$1.8M	0.75%	33
2024 Q2	$12.4M	Sell	138,865 -5,772	-4%	-$501K	0.82%	30
2024 Q1	$12.7M	Sell	144,637 -3,848	-3%	-$309K	0.82%	33
2023 Q4	$10.6M	Sell	148,485 -3,367	-2%	-$241K	0.79%	34
2023 Q3	$10.6M	Sell	151,852 -4,329	-3%	-$309K	0.85%	35
2023 Q2	$10.8M	Sell	156,181 -6,253	-4%	-$398K	0.96%	30
2023 Q1	$9.33M	Sell	162,434 -6,748	-4%	-$388K	1.03%	33
2022 Q4	$9.64M	Sell	169,182 -7,230	-4%	-$423K	1.09%	27
2022 Q3	$10.7M	Sell	176,412 -4,338	-2%	-$273K	1.05%	30
2022 Q2	$10.8M	Sell	180,750 -9,630	-5%	-$591K	1.02%	32
2022 Q1	$13.8M	Sell	190,380 -8,658	-4%	-$581K	1.01%	29
2021 Q4	$14M	Sell	199,038 -962	-0.5%	-$62.1K	0.89%	34
2021 Q3	$11.1M	Hold	200,000	–	–	0.72%	44
2021 Q2	$10.6M	Hold	200,000	–	–	0.7%	47
2021 Q1	$9.14M	Buy	200,000 +110,000	+122%	+$5.05M	0.66%	49
2020 Q4	$4.27M	Buy	90,000 +60,000	+200%	+$2.76M	0.32%	71
2020 Q3	$1.36M	Buy	+30,000	New	+$1.34M	0.12%	105