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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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 |
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