Peak Financial Advisors’s Brown & Brown BRO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.48M	Buy	+22,400	New	+$2.48M	1.27%	25
2025 Q1	–	Sell	-29,771	Closed	-$3.04M	–	75
2024 Q4	$3.04M	Buy	+29,771	New	+$3.04M	1.58%	19