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Brown & Brown shares owned by Marks Group Wealth Management

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

Historical chart of Marks Group Wealth Management investment in Brown & Brown

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

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Quarterly reported holdings in Brown & Brown by Marks Group Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.5M 109k 87.54
2023-12-31 $7.8M 110k 71.11
2023-09-30 $7.8M 111k 69.84
2023-06-30 $7.8M 113k 68.84
2023-03-31 $6.4M 112k 57.42
2022-12-31 $6.2M 110k 56.97
2022-09-30 $6.5M 108k 60.40
2022-06-30 $6.2M 106k 58.35
2022-03-31 $7.5M 104k 72.33
2021-12-31 $6.9M 98k 70.23
2021-09-30 $6.0M 108k 55.49
2021-06-30 $5.8M 109k 53.19
2021-03-31 $5.2M 114k 45.74
2020-12-31 $5.1M 107k 47.41
2020-09-30 $4.8M 107k 45.19
2020-06-30 $4.3M 106k 40.66
2020-03-31 $3.9M 107k 36.22
2019-12-31 $5.3M 134k 39.59