Brown & Brown shares owned by Xcel Wealth Management
Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Xcel Wealth Management
from 13F filings
Historical chart of Xcel Wealth Management investment in Brown & Brown
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Quarterly reported holdings in Brown & Brown by Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $641k | 6.8k | 93.79 |
| 2025-06-30 | $758k | 6.8k | 110.87 |
| 2025-03-31 | $850k | 6.8k | 124.40 |
| 2024-12-31 | $641k | 6.3k | 102.02 |
| 2024-09-30 | $651k | 6.3k | 103.60 |
| 2024-06-30 | $562k | 6.3k | 89.41 |
| 2024-03-31 | $559k | 6.4k | 87.54 |
| 2023-12-31 | $454k | 6.4k | 71.11 |
| 2023-09-30 | $432k | 6.2k | 69.84 |
| 2023-06-30 | $454k | 6.6k | 68.84 |
| 2023-03-31 | $379k | 6.6k | 57.42 |
| 2022-12-31 | $376k | 6.6k | 56.97 |
| 2022-09-30 | $390k | 6.4k | 60.49 |
| 2022-06-30 | $376k | 6.4k | 58.32 |
| 2022-03-31 | $444k | 6.1k | 72.23 |
| 2021-12-31 | $438k | 6.2k | 70.34 |
| 2021-09-30 | $334k | 6.0k | 55.42 |
| 2021-06-30 | $316k | 5.9k | 53.21 |
| 2021-03-31 | $216k | 4.7k | 45.61 |
| 2020-12-31 | $224k | 4.7k | 47.30 |
| 2020-09-30 | $214k | 4.7k | 45.19 |
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