Brown & Brown shares owned by Marks Group Wealth Management
Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Marks Group Wealth Management
from 13F filings
Historical chart of Marks Group Wealth Management investment in Brown & Brown
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Quarterly reported holdings in Brown & Brown by Marks Group Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.9M | 95k | 103.60 |
| 2024-06-30 | $8.9M | 100k | 89.41 |
| 2024-03-31 | $9.5M | 109k | 87.54 |
| 2023-12-31 | $7.8M | 110k | 71.11 |
| 2023-09-30 | $7.8M | 111k | 69.84 |
| 2023-06-30 | $7.8M | 113k | 68.84 |
| 2023-03-31 | $6.4M | 112k | 57.42 |
| 2022-12-31 | $6.2M | 110k | 56.97 |
| 2022-09-30 | $6.5M | 108k | 60.40 |
| 2022-06-30 | $6.2M | 106k | 58.35 |
| 2022-03-31 | $7.5M | 104k | 72.33 |
| 2021-12-31 | $6.9M | 98k | 70.23 |
| 2021-09-30 | $6.0M | 108k | 55.49 |
| 2021-06-30 | $5.8M | 109k | 53.19 |
| 2021-03-31 | $5.2M | 114k | 45.74 |
| 2020-12-31 | $5.1M | 107k | 47.41 |
| 2020-09-30 | $4.8M | 107k | 45.19 |
| 2020-06-30 | $4.3M | 106k | 40.66 |
| 2020-03-31 | $3.9M | 107k | 36.22 |
| 2019-12-31 | $5.3M | 134k | 39.59 |
More positions owned by Marks Group Wealth Management
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