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Brown & Brown shares owned by Nvest Wealth Strategies

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

Historical chart of Nvest Wealth Strategies investment in Brown & Brown

Tip: Access up to 7 years of quarterly data

All positions including Brown & Brown held by Nvest Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brown & Brown by Nvest Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $321 5 64.20

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John Hancock Exchange Traded Multifactor Mi (JHMM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
2023 Etf Series Trust Brandes Intl Etf (BINV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
First Tr Exchange-traded No Amer Energy (EMLP)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Spdr Series Trust St Str Sp600grwo (SLYG)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Harbor Etf Trust Comm All Wea Etf (HGER)
Spdr Series Trust ST STR SP600SM C (SLYV)
American Centy Etf Tr Avantis Intl Sml (AVDS)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Union Pacific Corporation (UNP)
Ea Series Trust Camb Us Equa Etf (USEW)

View all positions for Nvest Wealth Strategies

Top funds holding Brown & Brown

BlackRock
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Capital World Investors
FMR
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Vanguard Portfolio Management
State Street Corporation
First Eagle Investment Management
Geode Capital Management
Select Equity
Kempen Capital Management
Deutsche Bank Aktiengesellschaft
Capital Research Global Investors
Barclays
Bank of America Corporation

View all funds holding Brown & Brown