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SCHWARTZ INVESTMENT COUNSEL INC → BRO
SCHWARTZ INVESTMENT COUNSEL INC BRO Position History
Brown & Brown, Inc. • Financial Services
Quarters held
5
Latest value
$40.1M
Q3 2026
Peak value
$49.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $49.9M |
| Q4 2025 | $44.3M |
| Q1 2026 | $36.2M |
| Q2 2026 | $42.3M |
| Q3 2026 | $40.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $40.1M | 658.6K | — | — |
| Q2 2026 | $42.3M | 658.6K | — | — |
| Q1 2026 | $36.2M | 555.4K | — | — |
| Q4 2025 | $44.3M | 555.4K | — | — |
| Q3 2025 | $49.9M | 532.4K | — | — |
Other funds holding BRO
$931.1M
$931.1M
$898.4M