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Brown & Brown shares owned by Legacy Financial Strategies

Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Legacy Financial Strategies from 13F filings

Historical chart of Legacy Financial Strategies investment in Brown & Brown

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All positions including Brown & Brown held by Legacy Financial Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brown & Brown by Legacy Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.6M 41k 87.54
2023-12-31 $2.9M 41k 71.11
2023-09-30 $2.9M 41k 71.61
2023-06-30 $2.7M 40k 68.84
2023-03-31 $2.1M 37k 57.42
2022-12-31 $1.7M 30k 56.97
2022-09-30 $1.7M 28k 60.47
2022-06-30 $1.5M 26k 58.32