Summit Trail 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	$715K	Buy	+6,451	New	+$715K	0.01%	590
2018 Q1	–	Sell	-360	Closed	-$10K	–	592
2017 Q4	$10K	Buy	+360	New	+$10K	﹤0.01%	1219