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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

Tip: Access up to 7 years of quarterly data

All positions including Brown & Brown held by Forum Private Client Group consolidated in one spreadsheet with up to 7 years of data

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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
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

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core Us Aggbd Et (AGG)
Eli Lilly & Co. (LLY)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Forum Private Client Group

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