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Brown & Brown shares owned by Rsm Us Wealth Management

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

Historical chart of Rsm Us Wealth Management investment in Brown & Brown

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Brown & Brown by Rsm Us Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 25k 87.54
2023-12-31 $1.8M 26k 71.11

More positions owned by Rsm Us Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Equity Etf (DFUS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Rsm Us Wealth Management

Top funds holding Brown & Brown

Vanguard Group
BlackRock
Select Equity
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