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Brown & Brown shares owned by Principia Wealth Advisory

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

Historical chart of Principia Wealth Advisory investment in Brown & Brown

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Brown & Brown by Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8k 23 79.70
2025-09-30 $1.9k 20 93.80
2025-06-30 $5.5k 50 110.88
2025-03-31 $933 8 116.63
2024-12-31 $510 5 102.00

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Top funds holding Brown & Brown

Vanguard Group
BlackRock
Capital World Investors
Principal Financial Group
State Street Corporation
FMR
Select Equity
Geode Capital Management
Norges Bank Investment Management
Parnassus Investments
Royal Bank of Canada
Capital Research and Management Company - Division 3
Kempen Capital Management
Deutsche Bank Aktiengesellschaft
Barclays

View all funds holding Brown & Brown