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Brown & Brown shares owned by Catalyst Capital Advisors

Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Catalyst Capital Advisors from 13F filings

Historical chart of Catalyst Capital Advisors investment in Brown & Brown

Tip: Access up to 7 years of quarterly data

All positions including Brown & Brown held by Catalyst Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brown & Brown by Catalyst Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.7M 42k 87.54
2023-09-30 $3.2M 46k 69.84
2023-06-30 $2.2M 33k 68.84

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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Rus Mid Cap Etf (IWR)

View all positions for Catalyst Capital Advisors

Top funds holding Brown & Brown

Vanguard Group
Select Equity
Principal Financial Group
Allspring Global Investments Holdings
First Eagle Investment Management
Goldman Sachs Group
Wells Fargo & Company
Norges Bank Investment Management
Clarkston Capital Partners
Fenimore Asset Management
Royal Bank of Canada
Bank of America Corporation
Bank of New York Mellon
Dimensional Fund Advisors
Legal & General Group

View all funds holding Brown & Brown