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Brown & Brown shares owned by Facet Wealth

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

Historical chart of Facet Wealth investment in Brown & Brown

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Brown & Brown by Facet Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $371k 5.8k 64.15

More positions owned by Facet Wealth

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr National Mun Etf (MUB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Series Trust St Str P400mid (SPMD)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Facet Wealth

Top funds holding Brown & Brown

BlackRock
Vanguard Capital Management
FMR
Capital World Investors
Principal Financial Group
Vanguard Portfolio Management
State Street Corporation
First Eagle Investment Management
Geode Capital Management
Kempen Capital Management
Orbis Allan Gray
Select Equity
Norges Bank Investment Management
Deutsche Bank Aktiengesellschaft
Invesco

View all funds holding Brown & Brown