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Brown & Brown shares owned by Unique Wealth

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

Historical chart of Unique Wealth investment in Brown & Brown

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

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Quarterly reported holdings in Brown & Brown by Unique Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $358k 3.5k 102.03
2024-09-30 $216k 2.1k 103.60

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Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr National Mun Etf (MUB)
Proshares Tr Pshs Ult S&p 500 (SSO)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Msci Acwi Etf (ACWI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)

View all positions for Unique Wealth

Top funds holding Brown & Brown

Vanguard Group
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Capital World Investors
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Invesco
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Norges Bank Investment Management
Royal Bank of Canada
Manufacturers Life Insurance Company
First Trust Advisors

View all funds holding Brown & Brown