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Brown & Brown shares owned by Accredited Wealth Management

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

Historical chart of Accredited Wealth Management investment in Brown & Brown

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Brown & Brown by Accredited Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $12k 42 276.90

More positions owned by Accredited Wealth Management

American Centy Etf Tr Intl Smcp Vlu (AVDV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Int Moat (MOTI)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Ishares Tr Core Msci Total (IXUS)
Alphabet Cap Stk Cl C (GOOG)
Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
American Centy Etf Tr Us Eqt Etf (AVUS)
JPMorgan Chase & Co. (JPM)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
American Centy Etf Tr Emerging Mkt Val (AVES)

View all positions for Accredited Wealth Management

Top funds holding Brown & Brown

Vanguard Group
BlackRock
Capital World Investors
Principal Financial Group
State Street Corporation
FMR
Select Equity
Geode Capital Management
Norges Bank Investment Management
Parnassus Investments
Royal Bank of Canada
Capital Research and Management Company - Division 3
Kempen Capital Management
Deutsche Bank Aktiengesellschaft
Barclays

View all funds holding Brown & Brown