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Brown & Brown shares owned by GeoWealth Management

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

Historical chart of GeoWealth Management investment in Brown & Brown

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Brown & Brown by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $0 0 0.00
2023-09-30 $43k 609 70.61
2023-06-30 $628k 9.1k 68.80

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core Total Usd (IUSB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core Intl Aggr (IAGG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for GeoWealth Management

Top funds holding Brown & Brown

Vanguard Group
BlackRock
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Principal Financial Group
Morgan Stanley
Geode Capital Management
Allspring Global Investments Holdings
Goldman Sachs Group
Wells Fargo & Company
First Eagle Investment Management
APG All Pensions Group NV
Clarkston Capital Partners
Fenimore Asset Management
ProShare Advisors
Royal Bank of Canada

View all funds holding Brown & Brown