Triad Investment 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	$4.62M	Buy	70,885 +16,763	+31%	+$1.21M	5.46%	4
2025 Q4	$4.31M	Buy	+54,122	New	+$4.52M	4.37%	8
2024 Q1	$3.19M	Sell	36,453 -1,859	-5%	-$149K	3.87%	13
2023 Q4	$2.72M	Buy	38,312 +5,134	+15%	+$367K	3.58%	13
2023 Q3	$2.32M	Buy	33,178 +405	+1%	+$28.9K	3.38%	11
2023 Q2	$2.26M	Sell	32,773 -8	-0%	-$509	3.14%	12
2023 Q1	$1.88M	Buy	32,781 +1,085	+3%	+$62.4K	2.74%	16
2022 Q4	$1.81M	Buy	31,696 +1,798	+6%	+$105K	2.82%	15
2022 Q3	$1.81M	Buy	29,898 +3,551	+13%	+$223K	3.14%	13
2022 Q2	$1.54M	Buy	26,347 +13,736	+109%	+$843K	2.28%	21
2022 Q1	$911K	Buy	12,611 +636	+5%	+$42.7K	0.86%	35
2021 Q4	$842K	Buy	+11,975	New	+$772K	0.76%	35