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Brown & Brown shares owned by Compass Ion Advisors

Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Compass Ion Advisors from 13F filings

Historical chart of Compass Ion Advisors investment in Brown & Brown

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All positions including Brown & Brown held by Compass Ion Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brown & Brown by Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 12k 103.60
2024-06-30 $1.0M 12k 87.54
2024-03-31 $1.0M 12k 87.54
2023-12-31 $732k 10k 71.11
2023-09-30 $735k 11k 69.84