Brown & Brown shares owned by Carolina Wealth Advisors
Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Carolina Wealth Advisors
from 13F filings
Historical chart of Carolina Wealth Advisors investment in Brown & Brown
Tip: Access up to 7 years of quarterly data
All positions including Brown & Brown held by Carolina Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Brown & Brown by Carolina Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.9k | 84 | 93.79 |
| 2025-06-30 | $9.3k | 84 | 110.87 |
| 2025-03-31 | $11k | 84 | 124.40 |
| 2024-12-31 | $8.6k | 84 | 102.02 |
| 2024-09-30 | $8.7k | 84 | 103.60 |