Brown & Brown shares owned by Confluence Investment Management
Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Confluence Investment Management
from 13F filings
Historical chart of Confluence Investment Management investment in Brown & Brown
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Quarterly reported holdings in Brown & Brown by Confluence Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $28M | 298k | 93.79 |
| 2025-06-30 | $33M | 300k | 110.87 |
| 2025-03-31 | $61M | 494k | 124.40 |
| 2024-12-31 | $54M | 524k | 102.02 |
| 2024-09-30 | $56M | 541k | 103.60 |
| 2024-06-30 | $49M | 553k | 89.41 |
| 2024-03-31 | $50M | 567k | 87.54 |
| 2023-12-31 | $42M | 592k | 71.11 |
| 2023-09-30 | $42M | 602k | 69.84 |
| 2023-06-30 | $43M | 623k | 68.84 |
| 2023-03-31 | $36M | 623k | 57.42 |
| 2022-12-31 | $35M | 611k | 56.97 |
| 2022-09-30 | $37M | 611k | 60.48 |
| 2022-06-30 | $36M | 614k | 58.34 |
| 2022-03-31 | $47M | 656k | 72.27 |
| 2021-12-31 | $51M | 721k | 70.28 |
| 2021-09-30 | $47M | 849k | 55.45 |
| 2021-06-30 | $51M | 965k | 53.14 |
| 2021-03-31 | $44M | 960k | 45.71 |
| 2020-12-31 | $45M | 955k | 47.41 |
| 2020-09-30 | $44M | 975k | 45.27 |
| 2020-06-30 | $41M | 1.0M | 40.76 |
| 2020-03-31 | $38M | 1.1M | 36.22 |
| 2019-12-31 | $44M | 1.1M | 39.48 |
| 2019-09-30 | $41M | 1.1M | 36.06 |
| 2019-06-30 | $39M | 1.1M | 33.50 |
| 2019-03-31 | $34M | 1.1M | 29.51 |
| 2018-12-31 | $31M | 1.1M | 27.56 |
| 2018-09-30 | $32M | 1.1M | 29.57 |
| 2018-06-30 | $29M | 1.0M | 27.73 |
| 2018-03-31 | $25M | 984k | 25.44 |
| 2017-12-31 | $26M | 498k | 51.46 |
| 2017-09-30 | $24M | 498k | 48.19 |
| 2017-06-30 | $21M | 488k | 43.07 |
| 2017-03-31 | $20M | 482k | 41.72 |
| 2016-12-31 | $21M | 464k | 44.86 |
| 2016-09-30 | $24M | 632k | 37.71 |
| 2016-06-30 | $29M | 777k | 37.47 |
| 2016-03-31 | $33M | 907k | 35.80 |
| 2015-12-31 | $27M | 848k | 32.10 |
| 2015-09-30 | $23M | 753k | 30.97 |
| 2015-06-30 | $21M | 641k | 32.86 |
| 2015-03-31 | $18M | 545k | 33.11 |
| 2014-12-31 | $14M | 438k | 32.91 |
| 2014-09-30 | $12M | 386k | 32.15 |
| 2014-06-30 | $11M | 350k | 30.71 |
| 2014-03-31 | $10M | 329k | 30.76 |
| 2013-12-31 | $6.2M | 198k | 31.39 |
| 2013-09-30 | $5.4M | 170k | 32.10 |
| 2013-06-30 | $5.0M | 156k | 32.24 |
| 2013-03-31 | $4.7M | 147k | 32.04 |
| 2012-12-31 | $3.6M | 143k | 25.46 |
| 2012-09-30 | $3.7M | 142k | 26.07 |
| 2012-06-30 | $3.7M | 136k | 27.27 |
| 2012-03-31 | $3.1M | 130k | 23.78 |
| 2011-12-31 | $2.7M | 119k | 22.63 |
| 2011-09-30 | $2.1M | 119k | 17.80 |
| 2011-03-31 | $1.3M | 52k | 25.79 |
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