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Brown & Brown shares owned by Portside Wealth Group

Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Portside Wealth Group from 13F filings

Historical chart of Portside Wealth Group investment in Brown & Brown

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All positions including Brown & Brown held by Portside Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brown & Brown by Portside Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $516k 5.9k 87.54
2023-12-31 $373k 5.2k 71.11
2023-06-30 $2.3M 33k 68.84