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Brown & Brown shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset Management investment in Brown & Brown

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

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Quarterly reported holdings in Brown & Brown by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $83M 796k 103.60
2024-06-30 $66M 739k 89.41
2024-03-31 $48M 545k 87.54
2023-09-30 $28M 396k 69.84
2023-06-30 $11M 161k 68.84
2023-03-31 $7.0M 122k 57.42
2022-12-31 $6.8M 120k 56.97
2022-09-30 $8.2M 135k 60.48
2022-06-30 $8.1M 139k 58.34
2022-03-31 $9.6M 132k 72.27
2021-12-31 $7.5M 107k 70.28
2021-09-30 $5.9M 106k 55.45
2021-06-30 $5.2M 98k 53.14
2021-03-31 $4.2M 92k 45.72
2020-12-31 $4.0M 85k 47.41
2020-09-30 $3.7M 81k 45.27
2020-06-30 $3.1M 75k 40.76
2020-03-31 $2.6M 71k 36.23
2019-12-31 $3.0M 76k 39.48
2019-09-30 $2.9M 80k 36.05
2019-06-30 $2.3M 70k 33.49
2019-03-31 $2.0M 66k 29.51
2018-12-31 $1.6M 60k 27.56
2018-06-30 $2.4M 85k 27.73
2018-03-31 $2.2M 87k 25.44
2017-12-31 $2.2M 43k 51.47
2017-09-30 $2.0M 42k 48.17
2017-06-30 $1.8M 42k 43.05
2017-03-31 $1.8M 44k 41.70
2016-12-31 $2.0M 44k 44.88
2016-09-30 $1.6M 43k 37.72
2016-06-30 $2.3M 61k 37.47
2016-03-31 $2.2M 62k 35.80
2015-12-31 $2.0M 62k 32.10
2015-09-30 $2.1M 68k 30.98
2015-06-30 $2.2M 67k 32.85
2015-03-31 $2.0M 61k 33.11
2013-12-31 $2.0k 54 37.04
2013-09-30 $2.0k 54 37.04
2013-06-30 $2.0k 54 37.04

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Envestnet Asset Management

Top funds holding Brown & Brown

Vanguard Group
BlackRock
BlackRock
Principal Financial Group
State Street Corporation
Select Equity
Morgan Stanley
Geode Capital Management
Goldman Sachs Group
Allspring Global Investments Holdings
Capital World Investors
Manufacturers Life Insurance Company
Invesco
Wells Fargo & Company
First Eagle Investment Management

View all funds holding Brown & Brown