Merited Wealth »

Brown & Brown shares owned by Merited Wealth

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

Historical chart of Merited Wealth investment in Brown & Brown

Tip: Access up to 7 years of quarterly data

All positions including Brown & Brown held by Merited Wealth 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 Merited Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $189k 2.4k 79.70

More positions owned by Merited Wealth

Ishares Core S&p 500 Etf Etf - Equity (IVV)
Capital Group Core Balanced Etf Etf - Equity (CGBL)
Vanguard Total World Stock Etf Etf - Equity (VT)
Capital Group Global Equity Etf Etf - Equity (CGGE)
Capital Group Growth Etf Etf - Equity (CGGR)
Lennar Corp Common Stocks (LEN)
Dimensn Wrld C/eq 2 Etf Etf - Equity (DFAX)
Ishs Core Us Aggr Bd Etf Etf - Fixed Income (AGG)
Capital Group Dividend Grower Etf Etf - Equity (CGDG)
Jpmorgan Betabuilders Us Eqy Etf Etf - Equity (BBUS)
Dimensn Us Cor Eq 2 Etf Etf - Equity (DFAC)
Capital Group Core Equity Etf Etf - Equity (CGUS)
Vngrd Mega Cap Grwth Etf Etf - Equity (MGK)
Capital Group Core Bond Etf Etf - Fixed Income (CGCB)
Capital Group Global Grwt Eqy Etf Etf - Equity (CGGO)

View all positions for Merited Wealth

Top funds holding Brown & Brown

Vanguard Group
BlackRock
Capital World Investors
Principal Financial Group
State Street Corporation
FMR
Select Equity
Geode Capital Management
Norges Bank Investment Management
Parnassus Investments
Royal Bank of Canada
Capital Research and Management Company - Division 3
Kempen Capital Management
Deutsche Bank Aktiengesellschaft
Barclays

View all funds holding Brown & Brown