BROWN & BROWN INC

Ticker: BRO CUSIP: 115236101 Class: Common Stock

Occidental Asset Management, LLC's Holding History (CIK: 0001770994)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 9,591 Value ($000) $764 Avg Close $83.36 Range $76.17 - $96.35
Q3 2025
Shares 11,138 Value ($000) $1,045 Avg Close $97.18 Range $89.80 - $110.60
Q2 2025
Shares 9,475 Value ($000) $1,050 Avg Close $111.89 Range $101.62 - $125.05
Q1 2025
Shares 9,534 Value ($000) $1,186 Avg Close $111.13 Range $99.54 - $124.34
Q4 2024
Shares 7,934 Value ($000) $809 Avg Close $106.04 Range $100.21 - $113.42
Q3 2024
Shares 8,060 Value ($000) $835 Avg Close $98.62 Range $87.51 - $105.19
Q2 2024
Shares 8,350 Value ($000) $747 Avg Close $85.97 Range $79.47 - $92.90
Q1 2024
Shares 8,350 Value ($000) $731 Avg Close $79.49 Range $68.39 - $87.05
Q4 2023
Shares 9,548 Value ($000) $679 Avg Close $70.55 Range $65.78 - $75.31
Q3 2023
Shares 9,548 Value ($000) $667 Avg Close $70.26 Range $65.48 - $73.51
Q2 2023
Shares 9,548 Value ($000) $657 Avg Close $62.56 Range $56.07 - $68.16
Q1 2023
Shares 9,548 Value ($000) $548 Avg Close $56.43 Range $51.89 - $61.02
Q4 2022
Shares 9,548 Value ($000) $544 Avg Close $57.30 Range $52.69 - $62.66
Q3 2022
Shares 9,548 Value ($000) $577 Avg Close $61.54 Range $56.16 - $66.97
Q2 2022
Shares 9,548 Value ($000) $557 Avg Close $59.93 Range $51.70 - $72.04
Q1 2022
Shares 9,548 Value ($000) $690 Avg Close $65.38 Range $59.61 - $72.18
Q4 2021
Shares 9,548 Value ($000) $671 Avg Close $62.78 Range $53.93 - $68.90
Q3 2021
Shares 5,279 Value ($000) $293 Avg Close $54.15 Range $50.65 - $57.81
Q2 2021
Shares 5,279 Value ($000) $281 Avg Close $49.88 Range $44.30 - $52.77
Q1 2021
Shares 6,517 Value ($000) $298 Avg Close $44.44 Range $41.30 - $47.14
Q4 2020
Shares 6,517 Value ($000) $309 Avg Close $44.47 Range $41.53 - $47.00
Q3 2020
Shares 7,166 Value ($000) $324 Avg Close $43.00 Range $38.78 - $45.74
Q2 2020
Shares 7,166 Value ($000) $292 Avg Close $37.12 Range $31.94 - $42.11