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Brown & Brown shares owned by Bullock Wealth Management Group

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

Historical chart of Bullock Wealth Management Group investment in Brown & Brown

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Brown & Brown by Bullock Wealth Management Group

Quarter filed Position value Share count Share price at filing
2026-09-30 $305k 4.9k 61.78
2026-03-31 $326k 5.1k 64.40
2025-12-31 $402k 5.0k 79.70
2025-09-30 $468k 5.0k 92.76
2025-06-30 $548k 5.0k 108.93
2025-03-31 $640k 5.2k 124.11
2024-12-31 $655k 6.4k 102.02
2024-09-30 $730k 7.0k 105.00
2024-06-30 $628k 7.1k 89.12
2024-03-31 $724k 8.4k 86.32
2023-12-31 $730k 10k 71.11
2023-09-30 $809k 12k 69.52
2023-06-30 $791k 12k 67.42
2023-03-31 $686k 12k 57.65