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Brown & Brown shares owned by Charter Trust

Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Charter Trust from 13F filings

Historical chart of Charter Trust investment in Brown & Brown

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All positions including Brown & Brown held by Charter Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brown & Brown by Charter Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $17M 161k 103.60
2024-06-30 $15M 162k 89.41
2024-03-31 $14M 164k 87.54
2023-12-31 $12M 163k 71.11
2023-09-30 $11M 163k 69.84
2023-06-30 $11M 161k 68.84
2023-03-31 $9.3M 162k 57.42
2022-12-31 $9.1M 159k 56.97
2022-09-30 $9.2M 152k 60.48
2022-06-30 $8.8M 152k 58.34