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Brown & Brown shares owned by Curated Wealth Partners

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

Historical chart of Curated Wealth Partners investment in Brown & Brown

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

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Quarterly reported holdings in Brown & Brown by Curated Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $207k 2.6k 79.70

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Top funds holding Brown & Brown

Vanguard Group
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Capital World Investors
Principal Financial Group
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FMR
Geode Capital Management
Parnassus Investments
Select Equity
Royal Bank of Canada
Wells Fargo & Company
Allspring Global Investments Holdings
Northern Trust
Deutsche Bank Aktiengesellschaft
Barclays

View all funds holding Brown & Brown