Brown & Brown shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Brown & Brown
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Quarterly reported holdings in Brown & Brown by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $136M | 1.3M | 103.60 |
| 2024-06-30 | $116M | 1.3M | 89.41 |
| 2024-03-31 | $111M | 1.3M | 87.54 |
| 2023-12-31 | $89M | 1.2M | 71.11 |
| 2023-09-30 | $85M | 1.2M | 69.84 |
| 2023-06-30 | $83M | 1.2M | 68.84 |
| 2023-03-31 | $69M | 1.2M | 57.42 |
| 2022-12-31 | $68M | 1.2M | 56.97 |
| 2022-09-30 | $70M | 1.2M | 60.48 |
| 2022-06-30 | $100M | 1.7M | 58.34 |
| 2022-03-31 | $122M | 1.7M | 72.27 |
| 2021-12-31 | $115M | 1.6M | 70.28 |
| 2021-09-30 | $88M | 1.6M | 55.45 |
| 2021-06-30 | $61M | 1.2M | 53.14 |
| 2021-03-31 | $52M | 1.1M | 45.71 |
| 2020-12-31 | $62M | 1.3M | 47.41 |
| 2020-09-30 | $59M | 1.3M | 45.27 |
| 2020-06-30 | $56M | 1.4M | 40.76 |
| 2020-03-31 | $53M | 1.4M | 36.22 |
| 2019-12-31 | $56M | 1.4M | 39.48 |
| 2019-09-30 | $51M | 1.4M | 36.06 |
| 2019-06-30 | $46M | 1.4M | 33.50 |
| 2019-03-31 | $40M | 1.4M | 29.51 |
| 2018-12-31 | $35M | 1.3M | 27.56 |
| 2018-09-30 | $36M | 1.2M | 29.57 |
| 2018-06-30 | $32M | 1.1M | 27.73 |
| 2018-03-31 | $28M | 1.1M | 25.44 |
| 2017-12-31 | $27M | 519k | 51.46 |
| 2017-09-30 | $24M | 501k | 48.19 |
| 2017-06-30 | $20M | 468k | 43.07 |
| 2017-03-31 | $18M | 442k | 41.72 |
| 2016-12-31 | $18M | 398k | 44.86 |
| 2016-09-30 | $14M | 378k | 37.71 |
| 2016-06-30 | $13M | 356k | 37.47 |
| 2016-03-31 | $12M | 340k | 35.80 |
| 2015-12-31 | $11M | 328k | 32.10 |
| 2015-09-30 | $9.7M | 313k | 30.97 |
| 2015-06-30 | $9.6M | 291k | 32.86 |
| 2015-03-31 | $9.1M | 276k | 33.11 |
| 2014-12-31 | $8.0M | 243k | 32.91 |
| 2014-09-30 | $7.3M | 228k | 32.15 |
| 2014-06-30 | $6.8M | 220k | 30.71 |
| 2014-03-31 | $6.3M | 205k | 30.76 |
| 2013-12-31 | $5.8M | 183k | 31.39 |
| 2013-09-30 | $5.5M | 169k | 32.78 |
| 2013-06-30 | $5.0M | 154k | 32.64 |
| 2013-03-31 | $4.6M | 145k | 31.80 |
| 2012-12-31 | $3.4M | 133k | 25.47 |
| 2012-09-30 | $2.8M | 107k | 26.09 |
| 2012-06-30 | $2.8M | 100k | 27.42 |
| 2012-03-31 | $2.4M | 101k | 23.90 |
| 2011-12-31 | $2.2M | 99k | 22.63 |
| 2011-09-30 | $1.6M | 94k | 17.00 |
| 2011-06-30 | $2.4M | 94k | 25.89 |
| 2011-03-31 | $2.4M | 91k | 26.30 |
| 2010-12-31 | $2.0M | 83k | 23.95 |
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