Brown & Brown shares owned by Schwartz Investment Counsel
Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Schwartz Investment Counsel
from 13F filings
Historical chart of Schwartz Investment Counsel investment in Brown & Brown
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Quarterly reported holdings in Brown & Brown by Schwartz Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $50M | 532k | 93.79 |
| 2025-06-30 | $58M | 519k | 110.87 |
| 2025-03-31 | $65M | 519k | 124.40 |
| 2024-12-31 | $53M | 519k | 102.02 |
| 2024-09-30 | $54M | 519k | 103.60 |
| 2024-06-30 | $46M | 519k | 89.41 |
| 2024-03-31 | $45M | 519k | 87.54 |
| 2023-12-31 | $37M | 519k | 71.11 |
| 2023-09-30 | $36M | 519k | 69.84 |
| 2023-06-30 | $34M | 494k | 68.84 |
| 2023-03-31 | $26M | 452k | 57.42 |
| 2022-12-31 | $20M | 348k | 56.97 |
| 2022-09-30 | $19M | 314k | 60.48 |
| 2022-06-30 | $18M | 314k | 58.34 |
| 2022-03-31 | $18M | 252k | 72.27 |
| 2021-12-31 | $17M | 240k | 70.28 |
| 2021-09-30 | $13M | 240k | 55.45 |
| 2021-06-30 | $11M | 210k | 53.14 |
| 2011-09-30 | $1.2M | 65k | 17.81 |
| 2011-06-30 | $4.1M | 160k | 25.66 |
| 2010-12-31 | $3.8M | 160k | 23.94 |
More positions owned by Schwartz Investment Counsel
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