Brown & Brown shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Brown & Brown
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Quarterly reported holdings in Brown & Brown by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 202k | 93.79 |
| 2025-06-30 | $22M | 202k | 110.87 |
| 2025-03-31 | $25M | 202k | 124.40 |
| 2024-12-31 | $23M | 222k | 102.02 |
| 2024-09-30 | $25M | 237k | 103.60 |
| 2024-06-30 | $21M | 237k | 89.41 |
| 2024-03-31 | $22M | 245k | 87.54 |
| 2023-12-31 | $18M | 257k | 71.11 |
| 2023-09-30 | $18M | 257k | 69.84 |
| 2023-06-30 | $18M | 267k | 68.84 |
| 2023-03-31 | $16M | 278k | 57.42 |
| 2022-12-31 | $16M | 278k | 56.97 |
| 2022-09-30 | $17M | 280k | 60.48 |
| 2022-06-30 | $16M | 278k | 58.34 |
| 2022-03-31 | $22M | 308k | 72.27 |
| 2021-12-31 | $27M | 378k | 70.28 |
| 2021-09-30 | $22M | 394k | 55.45 |
| 2021-06-30 | $21M | 397k | 53.14 |
| 2021-03-31 | $18M | 397k | 45.71 |
| 2020-12-31 | $19M | 400k | 47.41 |
| 2020-09-30 | $18M | 400k | 45.27 |
| 2020-06-30 | $16M | 400k | 40.76 |
| 2020-03-31 | $15M | 400k | 36.22 |
| 2019-12-31 | $16M | 400k | 39.48 |