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Brown & Brown shares owned by Summit Financial

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

Historical chart of Summit Financial investment in Brown & Brown

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

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Quarterly reported holdings in Brown & Brown by Summit Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $276k 3.2k 87.54
2023-12-31 $267k 3.8k 71.11
2023-09-30 $237k 3.4k 69.84
2023-06-30 $221k 3.2k 68.84

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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
Dimensional Fund Advisors
Legal & General Group

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