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Brown & Brown shares owned by Whipplewood Advisors

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

Historical chart of Whipplewood Advisors investment in Brown & Brown

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

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Quarterly reported holdings in Brown & Brown by Whipplewood Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.4k 100 93.79
2025-06-30 $12k 107 110.86
2025-03-31 $1.7k 195 8.71