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Brown & Brown shares owned by Outlook Wealth Advisors

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

Historical chart of Outlook Wealth Advisors investment in Brown & Brown

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Brown & Brown by Outlook Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $414k 4.0k 103.60
2024-06-30 $343k 3.8k 89.41

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Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr High Yld Systm B (HYDB)
Aim Etf Products Trust Allianzim Us Lrg (AUGW)
Spdr Ser Tr Bloomberg Invt (FLRN)
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Stewart Information Services Corporation (STC)
NVIDIA Corporation (NVDA)
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Apple (AAPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Outlook Wealth Advisors

Top funds holding Brown & Brown

Vanguard Group
BlackRock
BlackRock
Principal Financial Group
State Street Corporation
Select Equity
Morgan Stanley
Geode Capital Management
Goldman Sachs Group
Allspring Global Investments Holdings
Capital World Investors
Manufacturers Life Insurance Company
Invesco
Wells Fargo & Company
First Eagle Investment Management

View all funds holding Brown & Brown