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Brown & Brown shares owned by Carmel Capital Partners

Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Carmel Capital Partners from 13F filings

Historical chart of Carmel Capital Partners investment in Brown & Brown

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All positions including Brown & Brown held by Carmel Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brown & Brown by Carmel Capital Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $250k 2.9k 87.54
2023-12-31 $225k 3.2k 71.11
2023-09-30 $134k 1.9k 69.84
2023-06-30 $218k 3.2k 68.84
2023-03-31 $182k 3.2k 57.42

More positions owned by Carmel Capital Partners

Wisdomtree Tr Floatng Rat Trea (USFR)
Home Depot (HD)
Lennar Corp Cl A (LEN)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Vaneck Etf Trust Preferred Securt (PFXF)
Lennar Corp CL B (LEN.B)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Qualcomm (QCOM)
Starwood Property Trust (STWD)
Occidental Petroleum Corporation (OXY)
Oracle Corporation (ORCL)

View all positions for Carmel Capital Partners

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