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Brp Group shares owned by Core Wealth Advisors

Quarter-by-quarter ownership of Brp Group (BWIN) shares owned by Core Wealth Advisors from 13F filings

Historical chart of Core Wealth Advisors investment in Brp Group

Tip: Access up to 7 years of quarterly data

All positions including Brp Group held by Core Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brp Group by Core Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $207k 9.4k 21.94
2025-06-30 $210k 4.9k 42.81
2025-03-31 $202k 4.5k 44.69
2024-09-30 $225k 4.5k 49.80
2024-03-31 $131k 4.5k 28.94

More positions owned by Core Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Spdr Series Trust State Street Spd (SPYM)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Fidelity Covington Trust Enhanced Intl (FENI)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Quality Divrsfed (QINT)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)

View all positions for Core Wealth Advisors

Top funds holding Brp Group

FMR
Vanguard Group
William Blair Investment Management
BlackRock
Bank of New York Mellon
Vanguard Portfolio Management
Vanguard Capital Management
Bamco
Westwood Holdings
Geode Capital Management
State Street Corporation
Nomura Asset Management International
Morgan Stanley
Annis Gardner Whiting Capital Advisors
Capital Research and Management Company - Division 3

View all funds holding Brp Group