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Brown & Brown shares owned by Atlas Legacy Advisors

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

Historical chart of Atlas Legacy Advisors investment in Brown & Brown

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Brown & Brown by Atlas Legacy Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $655k 7.0k 93.79
2025-06-30 $1.0M 9.0k 110.87
2025-03-31 $893k 7.2k 124.40
2024-12-31 $939k 9.2k 102.02

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View all positions for Atlas Legacy Advisors

Top funds holding Brown & Brown

Vanguard Group
BlackRock
Capital World Investors
Principal Financial Group
State Street Corporation
FMR
Geode Capital Management
Parnassus Investments
Select Equity
Royal Bank of Canada
Wells Fargo & Company
Allspring Global Investments Holdings
Northern Trust
Deutsche Bank Aktiengesellschaft
Barclays

View all funds holding Brown & Brown