Brown & Brown shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Brown & Brown
Tip: Access up to 7 years of quarterly data
All positions including Brown & Brown held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Brown & Brown by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $857k | 8.4k | 102.02 |
| 2024-09-30 | $872k | 8.4k | 103.60 |
| 2024-06-30 | $786k | 8.8k | 89.41 |
| 2024-03-31 | $808k | 9.2k | 87.54 |
More positions owned by Mount Yale Investment Advisors
View all positions for Mount Yale Investment Advisors