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
Tip: Access up to 7 years of quarterly data
All positions including Brown & Brown held by Copia Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly 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 |