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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

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Quarterly 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