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Brown & Brown shares owned by Advisor OS

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

Historical chart of Advisor OS investment in Brown & Brown

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

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Quarterly reported holdings in Brown & Brown by Advisor OS

Quarter filed Position value Share count Share price at filing
2025-09-30 $490k 5.2k 93.75
2025-06-30 $580k 5.2k 110.88
2025-03-31 $669k 5.4k 124.38
2024-12-31 $561k 5.5k 102.02

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Top funds holding Brown & Brown

Vanguard Group
BlackRock
Capital World Investors
Principal Financial Group
State Street Corporation
FMR
Geode Capital Management
Parnassus Investments
Select Equity
Morgan Stanley
Royal Bank of Canada
Wells Fargo & Company
Allspring Global Investments Holdings
Northern Trust
Deutsche Bank Aktiengesellschaft

View all funds holding Brown & Brown