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
Tip: Access up to 7 years of quarterly data
All positions including Brown & Brown held by Compass Ion Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Brown & Brown by Compass Ion Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 12k | 93.79 |
| 2025-06-30 | $1.3M | 12k | 110.87 |
| 2025-03-31 | $1.5M | 12k | 124.40 |
| 2024-12-31 | $1.2M | 12k | 102.02 |
| 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 |