Brown & Brown shares owned by Charter Trust
Historical chart of Charter Trust investment in Brown & Brown
Tip: Access up to 7 years of quarterly data
All positions including Brown & Brown held by Charter Trust consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Brown & Brown by Charter Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 109k | 93.79 |
| 2025-06-30 | $18M | 159k | 110.87 |
| 2025-03-31 | $20M | 161k | 124.40 |
| 2024-12-31 | $17M | 162k | 102.02 |
| 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 |