Brown & Brown shares owned by WCG Wealth Advisors
Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by WCG Wealth Advisors
from 13F filings
Historical chart of WCG Wealth Advisors investment in Brown & Brown
Tip: Access up to 7 years of quarterly data
All positions including Brown & Brown held by WCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Brown & Brown by WCG Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $2.1M | 29k | 71.11 |
2023-09-30 | $2.1M | 30k | 69.84 |