BROWN & BROWN INC

Ticker: BRO CUSIP: 115236101 Class: Common Stock

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 46,600 Value ($000) $3,714 Avg Close $83.36 Range $76.17 - $96.35
Q3 2025
Shares 99,139 Value ($000) $9,298 Avg Close $97.18 Range $89.80 - $110.60
Q2 2025
Shares 100,908 Value ($000) $11,188 Avg Close $111.89 Range $101.62 - $125.05
Q1 2025
Shares 92,991 Value ($000) $11,568 Avg Close $111.13 Range $99.54 - $124.34
Q4 2024
Shares 98,527 Value ($000) $10,052 Avg Close $106.04 Range $100.21 - $113.42
Q3 2024
Shares 109,324 Value ($000) $11,326 Avg Close $98.62 Range $87.51 - $105.19
Q2 2024
Shares 103,615 Value ($000) $9,264 Avg Close $85.97 Range $79.47 - $92.90
Q1 2024
Shares 105,895 Value ($000) $9,270 Avg Close $79.49 Range $68.39 - $87.05