Prevail Innovative Wealth Advisors »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Brown & Brown by Prevail Innovative Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 17k 103.60
2024-06-30 $1.6M 17k 89.41
2024-03-31 $2.0M 23k 87.54

More positions owned by Prevail Innovative Wealth Advisors

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
American Centy Etf Tr Avantis Us Small (AVSC)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Adams Express Company (ADX)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Global X Fds Russell 2000 (RYLD)
Crowdstrike Hldgs Cl A (CRWD)
Amazon (AMZN)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Carnival Corp Unit 99/99/9999 (CCL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Celsius Hldgs Com New (CELH)
Chord Energy Corporation Com New (CHRD)

View all positions for Prevail Innovative Wealth Advisors

Top funds holding Brown & Brown

Vanguard Group
BlackRock
Principal Financial Group
State Street Corporation
Morgan Stanley
Select Equity
Geode Capital Management
Capital World Investors
Allspring Global Investments Holdings
Invesco
Wells Fargo & Company
Norges Bank Investment Management
Royal Bank of Canada
Manufacturers Life Insurance Company
First Trust Advisors

View all funds holding Brown & Brown