Forum Private Client Group »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Brown & Brown by Forum Private Client Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $354k 5.0k 71.11

More positions owned by Forum Private Client Group

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

View all positions for Forum Private Client Group

Top funds holding Brown & Brown

Vanguard Group
Select Equity
Principal Financial Group
Allspring Global Investments Holdings
First Eagle Investment Management
Goldman Sachs Group
Wells Fargo & Company
Norges Bank Investment Management
Clarkston Capital Partners
Fenimore Asset Management
Royal Bank of Canada
Bank of America Corporation
Bank of New York Mellon
CalPERS
Dimensional Fund Advisors

View all funds holding Brown & Brown