Quantinno Capital 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	$10.6M	Buy	161,907 +48,870	+43%	+$3.52M	0.02%	847
2025 Q4	$9.01M	Buy	113,037 +1,533	+1%	+$128K	0.02%	822
2025 Q3	$10.5M	Buy	111,504 +2,878	+3%	+$280K	0.03%	650
2025 Q2	$12M	Buy	108,626 +15,414	+17%	+$1.73M	0.05%	439
2025 Q1	$11.6M	Buy	93,212 +21,122	+29%	+$2.36M	0.08%	315
2024 Q4	$7.35M	Buy	72,090 +7,703	+12%	+$823K	0.07%	317
2024 Q3	$6.67M	Buy	64,387 +13,030	+25%	+$1.3M	0.09%	257
2024 Q2	$4.59M	Buy	51,357 +6,920	+16%	+$601K	0.08%	270
2024 Q1	$3.89M	Buy	44,437 +2,185	+5%	+$176K	0.08%	272
2023 Q4	$3M	Buy	42,252 +903	+2%	+$64.5K	0.11%	242
2023 Q3	$2.89M	Buy	41,349 +870	+2%	+$62K	0.13%	181
2023 Q2	$2.79M	Buy	40,479 +684	+2%	+$43.5K	0.16%	143
2023 Q1	$2.29M	Sell	39,795 -3,307	-8%	-$190K	0.15%	154
2022 Q4	$2.46M	Buy	+43,102	New	+$2.52M	0.18%	128
2021 Q1	–	Sell	-4,255	Closed	-$202K	–	258
2020 Q4	$202K	Sell	4,255 -3,758	-47%	-$173K	0.16%	321
2020 Q3	$363K	Hold	8,013	–	–	0.24%	212
2020 Q2	$327K	Hold	8,013	–	–	0.32%	136
2020 Q1	$290K	Hold	8,013	–	–	0.18%	284
2019 Q4	$316K	Sell	8,013 -167	-2%	-$6.27K	0.2%	245
2019 Q3	$295K	Buy	+8,180	New	+$293K	0.2%	258