Brown & Brown shares owned by Brendel Financial Advisors
Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Brendel Financial Advisors
from 13F filings
Historical chart of Brendel Financial Advisors investment in Brown & Brown
Tip: Access up to 7 years of quarterly data
All positions including Brown & Brown held by Brendel Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Brown & Brown by Brendel Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $292k | 3.1k | 93.79 |
| 2025-06-30 | $363k | 3.3k | 110.74 |
| 2025-03-31 | $4.2M | 34k | 124.41 |
| 2024-12-31 | $3.5M | 35k | 102.01 |
| 2024-09-30 | $3.7M | 36k | 103.61 |
| 2024-06-30 | $3.3M | 37k | 89.41 |
| 2023-12-31 | $3.3M | 47k | 71.12 |
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