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Brown & Brown shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Brown & Brown

Tip: Access up to 7 years of quarterly data

All positions including Brown & Brown held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brown & Brown by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 109k 103.60
2024-06-30 $9.3M 104k 89.41
2024-03-31 $9.3M 106k 87.54

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Top funds holding Brown & Brown

Vanguard Group
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Principal Financial Group
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Morgan Stanley
Geode Capital Management
Goldman Sachs Group
Allspring Global Investments Holdings
Capital World Investors
Manufacturers Life Insurance Company
Invesco
Wells Fargo & Company
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