BROWN & BROWN INC

Ticker: BRO CUSIP: 115236101 Class: Common Stock

Heirloom Wealth Management's Holding History (CIK: 0001882903)

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

Q1 2025

Shares 54,348 Value ($000) $6,761 Avg Close $111.13 Range $99.54 - $124.34

Q4 2024

Shares 52,224 Value ($000) $5,328 Avg Close $106.04 Range $100.21 - $113.42

Q3 2024

Shares 48,010 Value ($000) $4,974 Avg Close $98.62 Range $87.51 - $105.19

Q2 2024

Shares 45,572 Value ($000) $4,075 Avg Close $85.97 Range $79.47 - $92.90

Period	Shares	Value ($000)	Average Close	Price Range
Q1 2025	54,348	$6,761	$111.13	$99.54 - $124.34
Q4 2024	52,224	$5,328	$106.04	$100.21 - $113.42
Q3 2024	48,010	$4,974	$98.62	$87.51 - $105.19
Q2 2024	45,572	$4,075	$85.97	$79.47 - $92.90