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Brown & Brown shares owned by Secured Retirement Advisors

Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Secured Retirement Advisors from 13F filings

Historical chart of Secured Retirement Advisors investment in Brown & Brown

Tip: Access up to 7 years of quarterly data

All positions including Brown & Brown held by Secured Retirement Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brown & Brown by Secured Retirement Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $672k 10k 65.21

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Top funds holding Brown & Brown

Vanguard Group
BlackRock
Vanguard Capital Management
Capital World Investors
Principal Financial Group
Vanguard Portfolio Management
State Street Corporation
FMR
First Eagle Investment Management
Geode Capital Management
Select Equity
Kempen Capital Management
Deutsche Bank Aktiengesellschaft
Capital Research Global Investors
Bank of America Corporation

View all funds holding Brown & Brown