Brown & Brown shares owned by Monte Financial Group
Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Monte Financial Group
from 13F filings
Historical chart of Monte Financial Group investment in Brown & Brown
Tip: Access up to 7 years of quarterly data
All positions including Brown & Brown held by Monte Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Brown & Brown by Monte Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 11k | 93.79 |
| 2025-06-30 | $1.2M | 11k | 110.87 |
| 2025-03-31 | $1.2M | 10k | 117.22 |
| 2024-12-31 | $1.0M | 10k | 102.02 |
| 2024-09-30 | $841k | 8.1k | 103.60 |
| 2024-06-30 | $720k | 8.1k | 89.41 |
| 2024-03-31 | $507k | 5.8k | 87.54 |
More positions owned by Monte Financial Group
Home Depot (HD)
View all positions for Monte Financial Group