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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

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

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Quarterly reported holdings in Brown & Brown by Compass Ion Advisors

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

More positions owned by Compass Ion Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Etf Ser Solutions Aptus Defined (DRSK)
Microstrategy Cl A New (MSTR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Compass Ion Advisors

Top funds holding Brown & Brown

Vanguard Group
Select Equity
Principal Financial Group
Allspring Global Investments Holdings
First Eagle Investment Management
Goldman Sachs Group
Wells Fargo & Company
Norges Bank Investment Management
Clarkston Capital Partners
Fenimore Asset Management
Royal Bank of Canada
Bank of America Corporation
Bank of New York Mellon
CalPERS
Dimensional Fund Advisors

View all funds holding Brown & Brown