Brown & Brown shares owned by CWM Advisors
Historical chart of CWM Advisors investment in Brown & Brown
Tip: Access up to 7 years of quarterly data
All positions including Brown & Brown held by CWM Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Brown & Brown by CWM Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $310k | 3.3k | 93.79 |
| 2025-06-30 | $284k | 2.6k | 110.87 |
| 2025-03-31 | $320k | 2.6k | 124.40 |
| 2024-12-31 | $1.2M | 12k | 102.02 |
| 2024-09-30 | $1.3M | 12k | 103.60 |
| 2024-06-30 | $1.3M | 14k | 89.41 |
| 2024-03-31 | $1.6M | 18k | 87.54 |
| 2023-12-31 | $1.4M | 20k | 71.11 |
| 2023-09-30 | $1.3M | 19k | 69.84 |
| 2023-06-30 | $1.4M | 20k | 68.84 |
| 2023-03-31 | $375k | 6.5k | 57.42 |
| 2022-12-31 | $343k | 6.0k | 56.97 |
| 2022-09-30 | $293k | 4.8k | 60.46 |
| 2022-06-30 | $307k | 5.3k | 58.25 |
| 2022-03-31 | $361k | 5.0k | 72.32 |
| 2021-12-31 | $420k | 6.0k | 70.23 |
| 2021-09-30 | $335k | 6.0k | 55.51 |
| 2020-12-31 | $469k | 9.9k | 47.35 |