Jackson, Grant Investment Advisers »

Brown & Brown shares owned by Jackson, Grant Investment Advisers

Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Jackson, Grant Investment Advisers from 13F filings

Historical chart of Jackson, Grant Investment Advisers investment in Brown & Brown

Tip: Access up to 7 years of quarterly data

All positions including Brown & Brown held by Jackson, Grant Investment Advisers consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Brown & Brown by Jackson, Grant Investment Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.2k 48 87.54
2023-12-31 $3.4k 48 71.10
2023-09-30 $3.4k 48 69.83
2023-06-30 $3.3k 48 68.83
2023-03-31 $2.8k 48 57.42

More positions owned by Jackson, Grant Investment Advisers

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr S&p Divid Etf (SDY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Abbvie (ABBV)
Procter & Gamble Company (PG)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr Pfd And Incm Sec (PFF)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Sbi Cons Discr (XLY)

View all positions for Jackson, Grant Investment Advisers

Top funds holding Brown & Brown

Vanguard Group
BlackRock
Select Equity
Principal Financial Group
Morgan Stanley
Geode Capital Management
Allspring Global Investments Holdings
Goldman Sachs Group
Wells Fargo & Company
First Eagle Investment Management
APG All Pensions Group NV
Clarkston Capital Partners
Fenimore Asset Management
ProShare Advisors
Royal Bank of Canada

View all funds holding Brown & Brown