U.S. Capital Wealth Advisors »

Brown & Brown shares owned by U.S. Capital Wealth Advisors

Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by U.S. Capital Wealth Advisors from 13F filings

Historical chart of U.S. Capital Wealth Advisors investment in Brown & Brown

Tip: Access up to 7 years of quarterly data

All positions including Brown & Brown held by U.S. Capital Wealth 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 U.S. Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 31k 93.79
2025-06-30 $3.4M 31k 110.87
2022-12-31 $43k 746 56.97