Charles Schwab · BRO Holdings Trend
Brown & Brown · SEC 13F
Charles Schwab Holdings of BRO by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 1.3M | $111M | — |
| 2024Q2 | 1.3M | $116M | +4.5% |
| 2024Q3 | 1.3M | $136M | +17.5% |
| 2024Q4 | 1.4M | $138M | +1.5% |
| 2025Q1 | 1.4M | $171M | +23.6% |
| 2025Q2 | 1.6M | $180M | +5.1% |
| 2025Q3 | 3.1M | $331M | +84.2% |
| 2025Q4 | 1.8M | $140M | -57.8% |
| 2026Q1 | 1.8M | $119M | -14.7% |
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Data source: SEC EDGAR Form 13F