Prospera 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	$2.03M	Buy	31,065 +8,940	+40%	+$644K	0.03%	498
2025 Q4	$1.76M	Buy	22,125 +1,411	+7%	+$118K	0.03%	507
2025 Q3	$1.94M	Buy	20,714 +2,969	+17%	+$289K	0.03%	481
2025 Q2	$1.97M	Sell	17,745 -1,325	-7%	-$149K	0.04%	470
2025 Q1	$2.37M	Buy	19,070 +134	+0.7%	+$15K	0.05%	352
2024 Q4	$1.93M	Buy	18,936 +370	+2%	+$39.5K	0.05%	374
2024 Q3	$1.92M	Sell	18,566 -145	-0.8%	-$14.4K	0.05%	344
2024 Q2	$1.67M	Buy	18,711 +509	+3%	+$44.2K	0.05%	375
2024 Q1	$1.59M	Buy	18,202 +1,186	+7%	+$95.3K	0.05%	384
2023 Q4	$1.21M	Buy	17,016 +181	+1%	+$12.9K	0.04%	420
2023 Q3	$1.18M	Sell	16,835 -818	-5%	-$58.3K	0.05%	389
2023 Q2	$1.22M	Sell	17,653 -980	-5%	-$62.3K	0.05%	365
2023 Q1	$1.07M	Sell	18,633 -269	-1%	-$15.5K	0.04%	405
2022 Q4	$1.08M	Sell	18,902 -218	-1%	-$12.7K	0.05%	340
2022 Q3	$1.16M	Buy	19,120 +3,542	+23%	+$223K	0.06%	336
2022 Q2	$909K	Sell	15,578 -3,892	-20%	-$239K	0.05%	389
2022 Q1	$1.41M	Buy	19,470 +4,415	+29%	+$296K	0.06%	344
2021 Q4	$1.06M	Sell	15,055 -2,455	-14%	-$158K	0.05%	396
2021 Q3	$971K	Buy	17,510 +982	+6%	+$54.7K	0.05%	380
2021 Q2	$878K	Buy	16,528 +69	+0.4%	+$3.55K	0.04%	403
2021 Q1	$752K	Sell	16,459 -679	-4%	-$31.2K	0.04%	395
2020 Q4	$813K	Buy	17,138 +13,192	+334%	+$607K	0.06%	329
2020 Q3	$179K	Sell	3,946 -13,421	-77%	-$599K	0.07%	263
2020 Q2	$708K	Buy	17,367 +360	+2%	+$13.9K	0.06%	294
2020 Q1	$616K	Buy	17,007 +728	+4%	+$30.8K	0.07%	271
2019 Q4	$643K	Buy	+16,279	New	+$611K	0.05%	330