Brown & Brown shares owned by Prevail Innovative Wealth Advisors
Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Prevail Innovative Wealth Advisors
from 13F filings
Historical chart of Prevail Innovative Wealth Advisors investment in Brown & Brown
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All positions including Brown & Brown held by Prevail Innovative Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Brown & Brown by Prevail Innovative Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $388k | 4.1k | 93.79 |
| 2025-06-30 | $998k | 9.0k | 110.87 |
| 2025-03-31 | $1.7M | 14k | 124.40 |
| 2024-12-31 | $1.8M | 17k | 102.02 |
| 2024-09-30 | $1.8M | 17k | 103.60 |
| 2024-06-30 | $1.6M | 17k | 89.41 |
| 2024-03-31 | $2.0M | 23k | 87.54 |
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