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Triad Investment Management → BRO
Triad Investment Management BRO Position History
Brown & Brown, Inc. • Financial Services
Quarters held
5
Latest value
$3.8M
Q3 2026
Peak value
$14.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.3M |
| Q1 2026 | $14.9M |
| Q1 2026 | $4.6M |
| Q2 2026 | $4.1M |
| Q3 2026 | $3.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.8M | 62.0K | — | — |
| Q2 2026 | $4.1M | 64.6K | — | — |
| Q1 2026 | $4.6M | 70.9K | — | — |
| Q1 2026 | $14.9M | 213.8K | — | — |
| Q4 2025 | $4.3M | 54.1K | — | — |