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Brown & Brown shares owned by Burkett Financial Services

Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Burkett Financial Services from 13F filings

Historical chart of Burkett Financial Services investment in Brown & Brown

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All positions including Brown & Brown held by Burkett Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brown & Brown by Burkett Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $13k 199 64.33

More positions owned by Burkett Financial Services

Schwab US Large Cap Growth ETF Equity (SCHG)
Schwab US Dividend Equity ETF Equity (SCHD)
MSCI EAFA Hedged Dollar ETF Equity (DBEF)
Vanguard FTSE Developed Markets ETF Equity (VEA)
JP Morgan Active Emerging Market Equity (JEMA)
Calamos S&P Structured ALT ETF Equity (CPSL)
Eagle Capital Select Equity ETF Equity (EAGL)
iShares S&P 400 Mid Index Equity (IJH)
iShares S&P 600 Small Cap Index Equity (IJR)
Loar Holdings Equity (LOAR)
Vanguard Intermediate Treasury ETF Equity (VGIT)
Apple Equity (AAPL)
Schwab Mid Cap Blend ETF Equity (SCHM)
Microsoft Corp Equity (MSFT)
iShares S&P 500 Growth Equity (IVW)

View all positions for Burkett Financial Services

Top funds holding Brown & Brown

BlackRock
Vanguard Capital Management
Capital World Investors
FMR
Principal Financial Group
Vanguard Portfolio Management
State Street Corporation
First Eagle Investment Management
Geode Capital Management
Select Equity
Kempen Capital Management
Deutsche Bank Aktiengesellschaft
Capital Research Global Investors
Barclays
Bank of America Corporation

View all funds holding Brown & Brown