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Brown & Brown shares owned by Copia Wealth Management

Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Copia Wealth Management from 13F filings

Historical chart of Copia Wealth Management investment in Brown & Brown

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

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Quarterly reported holdings in Brown & Brown by Copia Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3k 35 93.80
2025-06-30 $7.8k 70 110.87
2025-03-31 $8.7k 70 124.40
2024-12-31 $7.1k 70 102.01