Brown & Brown shares owned by Evermay Wealth Management
Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Evermay Wealth Management
from 13F filings
Historical chart of Evermay Wealth Management investment in Brown & Brown
Tip: Access up to 7 years of quarterly data
All positions including Brown & Brown held by Evermay Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Brown & Brown by Evermay Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 17k | 93.79 |
| 2025-06-30 | $1.8M | 17k | 110.87 |
| 2025-03-31 | $2.1M | 17k | 124.40 |
| 2024-12-31 | $1.7M | 17k | 102.02 |
| 2024-09-30 | $1.8M | 17k | 103.60 |
| 2024-06-30 | $1.5M | 17k | 89.41 |
| 2024-03-31 | $1.5M | 17k | 87.54 |
| 2023-12-31 | $1.2M | 17k | 71.11 |
| 2023-09-30 | $1.2M | 17k | 69.84 |
| 2023-06-30 | $1.2M | 17k | 68.84 |
| 2023-03-31 | $975k | 17k | 57.42 |
| 2022-12-31 | $967k | 17k | 56.97 |
| 2022-09-30 | $1.1M | 19k | 60.50 |
| 2022-06-30 | $1.1M | 19k | 58.33 |
| 2022-03-31 | $1.3M | 19k | 72.29 |