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Brown & Brown shares owned by Smallwood Wealth Investment Management

Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Smallwood Wealth Investment Management from 13F filings

Historical chart of Smallwood Wealth Investment Management investment in Brown & Brown

Tip: Access up to 7 years of quarterly data

All positions including Brown & Brown held by Smallwood Wealth Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brown & Brown by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $63k 668 93.79
2025-06-30 $74k 668 110.87
2025-03-31 $83k 668 124.40

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