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Brown & Brown shares owned by Whittier Trust

Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Whittier Trust from 13F filings

Historical chart of Whittier Trust investment in Brown & Brown

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All positions including Brown & Brown held by Whittier Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brown & Brown by Whittier Trust

Quarter filed Position value Share count Share price at filing
2023-12-31 $12M 162k 71.11
2023-09-30 $10M 145k 69.84
2023-06-30 $9.7M 141k 68.84
2023-03-31 $5.1M 89k 57.42
2022-12-31 $5.2M 91k 56.97
2022-09-30 $5.4M 89k 60.47
2022-06-30 $5.0M 86k 58.34
2022-03-31 $6.2M 85k 72.27
2021-12-31 $5.8M 82k 70.28
2021-09-30 $4.4M 80k 55.44
2021-06-30 $4.2M 79k 53.12
2021-03-31 $3.5M 76k 45.69
2020-12-31 $3.4M 72k 47.39
2020-09-30 $3.2M 70k 45.26
2020-06-30 $2.8M 68k 40.74
2020-03-31 $1.2M 34k 36.22
2019-12-31 $181k 4.6k 39.42
2019-09-30 $144k 4.0k 36.00
2019-06-30 $134k 4.0k 33.50
2019-03-31 $118k 4.0k 29.50
2018-12-31 $110k 4.0k 27.50