Brown & Brown shares owned by Optimal Asset Management
Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Optimal Asset Management
from 13F filings
Historical chart of Optimal Asset Management investment in Brown & Brown
Tip: Access up to 7 years of quarterly data
All positions including Brown & Brown held by Optimal Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Brown & Brown by Optimal Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $744k | 13k | 55.46 |
| 2021-06-30 | $713k | 13k | 53.15 |
| 2021-03-31 | $613k | 13k | 45.69 |
| 2020-12-31 | $465k | 9.8k | 47.37 |
| 2020-09-30 | $444k | 9.8k | 45.23 |
| 2020-06-30 | $323k | 7.9k | 40.80 |