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Brown & Brown shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Brown & Brown

Tip: Access up to 7 years of quarterly data

All positions including Brown & Brown held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brown & Brown by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $12M 112k 108.47
2025-03-31 $15M 126k 121.98
2024-12-31 $15M 142k 102.02
2024-09-30 $15M 144k 103.60
2024-03-31 $12M 137k 87.54
2023-12-31 $9.3M 130k 71.11

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