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Brown & Brown shares owned by waypoint wealth counsel

Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by waypoint wealth counsel from 13F filings

Historical chart of waypoint wealth counsel investment in Brown & Brown

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All positions including Brown & Brown held by waypoint wealth counsel consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brown & Brown by waypoint wealth counsel

Quarter filed Position value Share count Share price at filing
2025-09-30 $246k 2.6k 93.81

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Top funds holding Brown & Brown

Vanguard Group
BlackRock
Capital World Investors
Principal Financial Group
State Street Corporation
FMR
Geode Capital Management
Parnassus Investments
Select Equity
Morgan Stanley
Royal Bank of Canada
Wells Fargo & Company
Allspring Global Investments Holdings
Northern Trust
Deutsche Bank Aktiengesellschaft

View all funds holding Brown & Brown