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Brown & Brown shares owned by Klingman & Associates

Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Klingman & Associates from 13F filings

Historical chart of Klingman & Associates investment in Brown & Brown

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All positions including Brown & Brown held by Klingman & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brown & Brown by Klingman & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $446k 4.8k 93.79
2025-06-30 $499k 4.5k 110.87
2025-03-31 $552k 4.4k 124.40
2024-12-31 $450k 4.4k 102.02
2024-09-30 $601k 5.8k 103.60
2024-06-30 $519k 5.8k 89.41
2024-03-31 $2.9M 34k 87.54
2023-12-31 $2.4M 34k 71.11
2023-09-30 $2.3M 34k 69.84
2023-06-30 $2.3M 34k 68.84
2023-03-31 $1.9M 34k 57.42
2022-12-31 $1.9M 34k 56.97
2022-09-30 $2.0M 34k 60.49
2022-06-30 $2.0M 34k 58.33