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Brown & Brown shares owned by Red Tortoise

Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Red Tortoise from 13F filings

Historical chart of Red Tortoise investment in Brown & Brown

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All positions including Brown & Brown held by Red Tortoise consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brown & Brown by Red Tortoise

Quarter filed Position value Share count Share price at filing
2024-03-31 $13k 147 87.54
2023-12-31 $11k 147 71.11
2023-09-30 $10k 147 69.84
2023-06-30 $10k 147 68.84
2023-03-31 $8.4k 147 57.42
2022-12-31 $8.4k 147 56.97
2021-09-30 $9.0k 147 61.22

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Top funds holding Brown & Brown

Vanguard Group
Select Equity
Principal Financial Group
Allspring Global Investments Holdings
First Eagle Investment Management
Goldman Sachs Group
Wells Fargo & Company
Norges Bank Investment Management
Clarkston Capital Partners
Fenimore Asset Management
Royal Bank of Canada
Bank of America Corporation
Bank of New York Mellon
CalPERS
Dimensional Fund Advisors

View all funds holding Brown & Brown