SEC 13F Intelligence

Boston Financial Mangement LLC / BRO

Boston Financial Mangement LLC’s Brown & Brown Inc Position

Does Boston Financial Mangement LLC own Brown & Brown Inc (BRO)? Yes615.0K shares worth $63M (+1.89% of its 13F portfolio) as of Q4 2024, up from 613.3K shares the prior filed quarter.

Position Value
$63M
Q4 2024
Shares
615.0K
% of Portfolio
+1.89%
Quarters Held
20
currently held

Position History BRO

Reported value by quarter
Q1 ’20: $11MQ1 ’20Q2 ’20: $23MQ3 ’20: $27MQ4 ’20: $29MQ4 ’20Q1 ’21: $28MQ2 ’21: $33MQ3 ’21: $35MQ3 ’21Q4 ’21: $44MQ1 ’22: $45MQ2 ’22: $36MQ2 ’22Q3 ’22: $38MQ4 ’22: $36MQ1 ’23: $37MQ1 ’23Q2 ’23: $44MQ3 ’23: $45MQ4 ’23: $45MQ4 ’23Q1 ’24: $55MQ2 ’24: $56MQ3 ’24: $64MQ3 ’24Q4 ’24: $63Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 2024615.0K$63M+1.89%
Q3 2024613.3K$64M+1.89%
Q2 2024626.7K$56M+1.78%
Q1 2024631.0K$55M+1.76%
Q4 2023631.1K$45M+1.52%
Q3 2023639.3K$45M+1.67%
Q2 2023639.4K$44M+1.59%
Q1 2023638.9K$37M+1.43%
Q4 2022639.6K$36M+1.46%
Q3 2022633.6K$38M+1.66%
Q2 2022625.0K$36M+1.57%
Q1 2022626.8K$45M+1.72%
Q4 2021629.5K$44M+1.61%
Q3 2021631.8K$35M+1.43%
Q2 2021624.8K$33M+1.34%
Q1 2021613.4K$28M+1.23%
Q4 2020606.1K$29M+1.31%
Q3 2020603.1K$27M+1.33%
Q2 2020572.2K$23M+1.25%
Q1 2020307.3K$11M+0.72%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Boston Financial Mangement LLC’s full portfolio or all institutional holders of BRO.