Trinity Financial Advisors »

Brown & Brown shares owned by Trinity Financial Advisors

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

Historical chart of Trinity Financial Advisors investment in Brown & Brown

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Brown & Brown by Trinity Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $230k 2.3k 101.13
2024-06-30 $204k 2.3k 89.42

More positions owned by Trinity Financial Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Internatnal Val (DFIV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Owl Rock Capital Corporation (OBDC)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Apple (AAPL)
Dimensional Etf Trust Us Equity Etf (DFUS)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Trinity Financial Advisors

Top funds holding Brown & Brown

Vanguard Group
BlackRock
BlackRock
Principal Financial Group
State Street Corporation
Select Equity
Morgan Stanley
Geode Capital Management
Goldman Sachs Group
Allspring Global Investments Holdings
Capital World Investors
Manufacturers Life Insurance Company
Invesco
Wells Fargo & Company
First Eagle Investment Management

View all funds holding Brown & Brown