Brown & Brown shares owned by Cary Street Partner Investment Advisory
Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Cary Street Partner Investment Advisory
from 13F filings
Historical chart of Cary Street Partner Investment Advisory investment in Brown & Brown
Tip: Access up to 7 years of quarterly data
All positions including Brown & Brown held by Cary Street Partner Investment Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Brown & Brown by Cary Street Partner Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $345k | 3.7k | 93.79 |
| 2025-06-30 | $216k | 2.0k | 110.87 |
| 2025-03-31 | $232k | 1.9k | 124.40 |
| 2024-12-31 | $162k | 1.6k | 102.00 |
| 2024-09-30 | $216k | 2.1k | 103.60 |
| 2023-09-30 | $59k | 840 | 69.84 |
| 2023-06-30 | $63k | 915 | 68.84 |
| 2023-03-31 | $23k | 400 | 57.42 |
| 2022-12-31 | $23k | 400 | 56.97 |
More positions owned by Cary Street Partner Investment Advisory
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