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Brown & Brown shares owned by Occidental Asset Management

Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Occidental Asset Management from 13F filings

Historical chart of Occidental Asset Management investment in Brown & Brown

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All positions including Brown & Brown held by Occidental Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brown & Brown by Occidental Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $731k 8.4k 87.54
2023-12-31 $679k 9.5k 71.11
2023-09-30 $667k 9.5k 69.84
2023-06-30 $657k 9.5k 68.84
2023-03-31 $548k 9.5k 57.42
2022-12-31 $544k 9.5k 56.97
2022-09-30 $577k 9.5k 60.43
2022-06-30 $557k 9.5k 58.34
2022-03-31 $690k 9.5k 72.27
2021-12-31 $671k 9.5k 70.28
2021-09-30 $293k 5.3k 55.50
2021-06-30 $281k 5.3k 53.23
2021-03-31 $298k 6.5k 45.73
2020-12-31 $309k 6.5k 47.41
2020-09-30 $324k 7.2k 45.21
2020-06-30 $292k 7.2k 40.75