Brown & Brown shares owned by Portside Wealth Group
Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Portside Wealth Group
from 13F filings
Historical chart of Portside Wealth Group investment in Brown & Brown
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Quarterly reported holdings in Brown & Brown by Portside Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $319k | 4.0k | 79.70 |
| 2025-09-30 | $462k | 4.9k | 93.79 |
| 2025-06-30 | $742k | 6.7k | 110.86 |
| 2025-03-31 | $1.1M | 8.5k | 124.40 |
| 2024-12-31 | $824k | 8.1k | 102.02 |
| 2024-09-30 | $813k | 7.8k | 103.60 |
| 2024-06-30 | $665k | 7.4k | 89.41 |
| 2024-03-31 | $516k | 5.9k | 87.54 |
| 2023-12-31 | $373k | 5.2k | 71.11 |
| 2023-06-30 | $2.3M | 33k | 68.84 |