Brown & Brown shares owned by Trifecta Capital Advisors
Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Trifecta Capital Advisors
from 13F filings
Historical chart of Trifecta Capital Advisors investment in Brown & Brown
Tip: Access up to 7 years of quarterly data
All positions including Brown & Brown held by Trifecta Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Brown & Brown by Trifecta Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3k | 24 | 93.79 |
| 2025-06-30 | $6.9k | 62 | 110.87 |
| 2025-03-31 | $3.0k | 24 | 124.42 |
| 2024-12-31 | $2.4k | 24 | 102.04 |
| 2024-09-30 | $2.5k | 24 | 103.63 |
| 2024-06-30 | $2.1k | 24 | 89.42 |
| 2024-03-31 | $2.1k | 24 | 87.54 |
| 2023-12-31 | $1.7k | 24 | 71.13 |
| 2023-09-30 | $1.7k | 24 | 69.88 |
| 2023-06-30 | $1.7k | 24 | 68.88 |
| 2023-03-31 | $1.4k | 24 | 57.46 |
| 2022-12-31 | $627 | 11 | 57.00 |