Brown & Brown shares owned by River Wealth Advisors
Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by River Wealth Advisors
from 13F filings
Historical chart of River Wealth Advisors investment in Brown & Brown
Tip: Access up to 7 years of quarterly data
All positions including Brown & Brown held by River Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Brown & Brown by River Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $215k | 2.7k | 79.70 |
| 2025-09-30 | $358k | 3.8k | 93.79 |
| 2025-06-30 | $423k | 3.8k | 110.87 |
| 2025-03-31 | $475k | 3.8k | 124.40 |
| 2024-12-31 | $389k | 3.8k | 102.02 |
| 2024-09-30 | $406k | 3.9k | 103.60 |
| 2024-03-31 | $378k | 4.3k | 87.54 |
| 2023-12-31 | $319k | 4.5k | 71.11 |
| 2023-09-30 | $332k | 4.8k | 69.84 |
| 2023-06-30 | $328k | 4.8k | 68.84 |
| 2023-03-31 | $273k | 4.8k | 57.42 |
| 2022-12-31 | $265k | 4.7k | 56.97 |
| 2022-09-30 | $282k | 4.7k | 60.55 |
| 2022-06-30 | $293k | 5.0k | 58.29 |
| 2022-03-31 | $393k | 5.4k | 72.28 |
| 2021-12-31 | $356k | 5.1k | 70.26 |
| 2021-09-30 | $272k | 4.9k | 55.54 |
| 2021-06-30 | $260k | 4.9k | 53.09 |
| 2021-03-31 | $216k | 4.7k | 45.69 |
| 2020-12-31 | $206k | 4.3k | 47.48 |
| 2018-12-31 | $7.0k | 250 | 28.00 |
| 2018-09-30 | $7.0k | 250 | 28.00 |
| 2018-06-30 | $7.0k | 250 | 28.00 |