BROWN & BROWN INC

Ticker: BRO CUSIP: 115236101 Class: Common Stock

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

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

Q4 2025

Shares 201,700 Value ($000) $16,075 Avg Close $83.36 Range $76.17 - $96.35

Q3 2025

Shares 201,700 Value ($000) $18,917 Avg Close $97.18 Range $89.80 - $110.60

Q2 2025

Shares 201,700 Value ($000) $22,362 Avg Close $111.89 Range $101.62 - $125.05

Q1 2025

Shares 201,700 Value ($000) $25,091 Avg Close $111.13 Range $99.54 - $124.34

Q4 2024

Shares 221,700 Value ($000) $22,618 Avg Close $106.04 Range $100.21 - $113.42

Q3 2024

Shares 236,700 Value ($000) $24,522 Avg Close $98.62 Range $87.51 - $105.19

Q2 2024

Shares 236,700 Value ($000) $21,163 Avg Close $85.97 Range $79.47 - $92.90

Q1 2024

Shares 245,050 Value ($000) $21,452 Avg Close $79.49 Range $68.39 - $87.05

Q4 2023

Shares 256,850 Value ($000) $18,265 Avg Close $70.55 Range $65.78 - $75.31

Q3 2023

Shares 256,850 Value ($000) $17,938 Avg Close $70.26 Range $65.48 - $73.51

Q2 2023

Shares 266,850 Value ($000) $18,370 Avg Close $62.56 Range $56.07 - $68.16

Q1 2023

Shares 278,322 Value ($000) $15,981 Avg Close $56.43 Range $51.89 - $61.02

Q4 2022

Shares 278,322 Value ($000) $15,856 Avg Close $57.30 Range $52.69 - $62.66

Q3 2022

Shares 279,506 Value ($000) $16,905 Avg Close $61.54 Range $56.16 - $66.97

Q2 2022

Shares 278,322 Value ($000) $16,237 Avg Close $59.93 Range $51.70 - $72.04

Q1 2022

Shares 308,322 Value ($000) $22,282 Avg Close $65.38 Range $59.61 - $72.18

Q4 2021

Shares 378,322 Value ($000) $26,588 Avg Close $62.78 Range $53.93 - $68.90

Q3 2021

Shares 394,322 Value ($000) $21,865 Avg Close $54.15 Range $50.65 - $57.81

Q2 2021

Shares 396,516 Value ($000) $21,071 Avg Close $49.88 Range $44.30 - $52.77

Q1 2021

Shares 396,516 Value ($000) $18,125 Avg Close $44.44 Range $41.30 - $47.14

Q4 2020

Shares 400,016 Value ($000) $18,965 Avg Close $44.47 Range $41.53 - $47.00

Q3 2020

Shares 400,016 Value ($000) $18,109 Avg Close $43.00 Range $38.78 - $45.74

Q2 2020

Shares 400,016 Value ($000) $16,305 Avg Close $37.12 Range $31.94 - $42.11

Q1 2020

Shares 400,016 Value ($000) $14,489 Avg Close $40.59 Range $29.50 - $46.78

Q4 2019

Shares 400,016 Value ($000) $15,793 Avg Close $35.99 Range $33.47 - $38.75

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	201,700	$16,075	$83.36	$76.17 - $96.35
Q3 2025	201,700	$18,917	$97.18	$89.80 - $110.60
Q2 2025	201,700	$22,362	$111.89	$101.62 - $125.05
Q1 2025	201,700	$25,091	$111.13	$99.54 - $124.34
Q4 2024	221,700	$22,618	$106.04	$100.21 - $113.42
Q3 2024	236,700	$24,522	$98.62	$87.51 - $105.19
Q2 2024	236,700	$21,163	$85.97	$79.47 - $92.90
Q1 2024	245,050	$21,452	$79.49	$68.39 - $87.05
Q4 2023	256,850	$18,265	$70.55	$65.78 - $75.31
Q3 2023	256,850	$17,938	$70.26	$65.48 - $73.51
Q2 2023	266,850	$18,370	$62.56	$56.07 - $68.16
Q1 2023	278,322	$15,981	$56.43	$51.89 - $61.02
Q4 2022	278,322	$15,856	$57.30	$52.69 - $62.66
Q3 2022	279,506	$16,905	$61.54	$56.16 - $66.97
Q2 2022	278,322	$16,237	$59.93	$51.70 - $72.04
Q1 2022	308,322	$22,282	$65.38	$59.61 - $72.18
Q4 2021	378,322	$26,588	$62.78	$53.93 - $68.90
Q3 2021	394,322	$21,865	$54.15	$50.65 - $57.81
Q2 2021	396,516	$21,071	$49.88	$44.30 - $52.77
Q1 2021	396,516	$18,125	$44.44	$41.30 - $47.14
Q4 2020	400,016	$18,965	$44.47	$41.53 - $47.00
Q3 2020	400,016	$18,109	$43.00	$38.78 - $45.74
Q2 2020	400,016	$16,305	$37.12	$31.94 - $42.11
Q1 2020	400,016	$14,489	$40.59	$29.50 - $46.78
Q4 2019	400,016	$15,793	$35.99	$33.47 - $38.75