Back to BRO
Bullock Wealth Management Group → BRO
Bullock Wealth Management Group BRO Position History
Brown & Brown, Inc. • Financial Services
Quarters held
21
Latest value
$305K
Q3 2026
Peak value
$1.2M
First seen
Q3 2021
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2021 | $998K |
| Q4 2021 | $1.2M |
| Q1 2022 | $1.2M |
| Q2 2022 | $986K |
| Q3 2022 | $1M |
| Q4 2022 | $724K |
| Q1 2023 | $686K |
| Q2 2023 | $791K |
| Q3 2023 | $809K |
| Q4 2023 | $730K |
| Q1 2024 | $724K |
| Q2 2024 | $628K |
| Q3 2024 | $730K |
| Q4 2024 | $655K |
| Q1 2025 | $640K |
| Q2 2025 | $548K |
| Q3 2025 | $468K |
| Q4 2025 | $402K |
| Q1 2026 | $326K |
| Q2 2026 | $333K |
| Q3 2026 | $305K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $305K | 4.9K | — | — |
| Q2 2026 | $333K | 4.9K | — | — |
| Q1 2026 | $326K | 5.1K | — | — |
| Q4 2025 | $402K | 5.0K | — | — |
| Q3 2025 | $468K | 5.0K | — | — |
| Q2 2025 | $548K | 5.0K | — | — |
| Q1 2025 | $640K | 5.2K | — | — |
| Q4 2024 | $655K | 6.4K | — | — |
| Q3 2024 | $730K | 7.0K | — | — |
| Q2 2024 | $628K | 7.0K | — | — |
| Q1 2024 | $724K | 8.4K | — | — |
| Q4 2023 | $730K | 10.3K | — | — |
| Q3 2023 | $809K | 11.6K | — | — |
| Q2 2023 | $791K | 11.7K | — | — |
| Q1 2023 | $686K | 11.9K | — | — |
| Q4 2022 | $724K | 12.7K | — | — |
| Q3 2022 | $1M | 16.7K | — | — |
| Q2 2022 | $986K | 16.6K | — | — |
| Q1 2022 | $1.2M | 16.6K | — | — |
| Q4 2021 | $1.2M | 17.3K | — | — |
| Q3 2021 | $998K | 17.3K | — | — |
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