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Brown & Brown shares owned by Independent Advisor Alliance

Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Independent Advisor Alliance from 13F filings

Historical chart of Independent Advisor Alliance investment in Brown & Brown

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All positions including Brown & Brown held by Independent Advisor Alliance consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brown & Brown by Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.1M 46k 89.41
2024-03-31 $4.1M 46k 87.54
2023-12-31 $3.3M 47k 71.11
2023-09-30 $3.6M 52k 69.84
2023-06-30 $3.5M 51k 68.84
2023-03-31 $2.9M 51k 57.42
2022-12-31 $2.8k 49k 0.06
2022-09-30 $3.0M 49k 60.47
2022-06-30 $2.8M 47k 58.35
2022-03-31 $3.0M 42k 72.26
2021-12-31 $2.9M 42k 70.27
2021-09-30 $2.3M 42k 55.46
2021-06-30 $2.2M 42k 53.14
2021-03-31 $1.9M 42k 45.71
2020-12-31 $771k 16k 47.38
2020-09-30 $5.5M 121k 45.27