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
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Quarterly reported holdings in Brown & Brown by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.3M | 99k | 93.79 |
| 2025-06-30 | $11M | 101k | 110.87 |
| 2025-03-31 | $12M | 93k | 124.40 |
| 2024-12-31 | $10M | 99k | 102.02 |
| 2024-09-30 | $11M | 109k | 103.60 |
| 2024-06-30 | $9.3M | 104k | 89.41 |
| 2024-03-31 | $9.3M | 106k | 87.54 |
More positions owned by WealthPlan Investment Management
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