Brown & Brown shares owned by Forum Private Client Group
Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Forum Private Client Group
from 13F filings
Historical chart of Forum Private Client Group investment in Brown & Brown
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Quarterly reported holdings in Brown & Brown by Forum Private Client Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $431k | 4.6k | 93.78 |
| 2025-06-30 | $509k | 4.6k | 110.86 |
| 2025-03-31 | $570k | 4.6k | 124.41 |
| 2024-12-31 | $472k | 4.6k | 102.02 |
| 2024-09-30 | $479k | 4.6k | 103.60 |
| 2024-03-31 | $403k | 4.6k | 87.54 |
| 2023-12-31 | $354k | 5.0k | 71.11 |
More positions owned by Forum Private Client Group
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