Vanguard Personalized Indexing 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	$2.87M	Buy	44,062 +11,951	+37%	+$861K	0.03%	479
2025 Q4	$2.56M	Buy	32,111 +4,515	+16%	+$377K	0.03%	519
2025 Q3	$2.59M	Sell	27,596 -983	-3%	-$95.8K	0.03%	499
2025 Q2	$3.18M	Buy	28,579 +3,203	+13%	+$360K	0.04%	421
2025 Q1	$3.16M	Buy	25,376 +1,389	+6%	+$155K	0.05%	354
2024 Q4	$2.45M	Buy	23,987 +890	+4%	+$95K	0.04%	415
2024 Q3	$2.39M	Buy	23,097 +3,584	+18%	+$356K	0.04%	414
2024 Q2	$1.74M	Buy	19,513 +4,412	+29%	+$383K	0.03%	452
2024 Q1	$1.32M	Buy	15,101 +3,823	+34%	+$307K	0.03%	528
2023 Q4	$802K	Sell	11,278 -2,212	-16%	-$158K	0.02%	765
2023 Q3	$942K	Sell	13,490 -318	-2%	-$22.7K	0.03%	587
2023 Q2	$951K	Buy	13,808 +84	+0.6%	+$5.34K	0.03%	591
2023 Q1	$788K	Sell	13,724 -4,855	-26%	-$279K	0.03%	652
2022 Q4	$1.06M	Sell	18,579 -218	-1%	-$12.7K	0.04%	488
2022 Q3	$1.14M	Buy	18,797 +1,770	+10%	+$111K	0.05%	426
2022 Q2	$993K	Buy	17,027 +1,981	+13%	+$122K	0.05%	468
2022 Q1	$1.09M	Buy	15,046 +1,226	+9%	+$82.2K	0.05%	407
2021 Q4	$971K	Buy	13,820 +1,068	+8%	+$68.9K	0.06%	406
2021 Q3	$707K	Buy	12,752 +231	+2%	+$12.9K	0.06%	345
2021 Q2	$665K	Buy	+12,521	New	+$644K	0.07%	360