Brown & Brown shares owned by Gen-Wealth Partners
Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Gen-Wealth Partners
from 13F filings
Historical chart of Gen-Wealth Partners investment in Brown & Brown
Tip: Access up to 7 years of quarterly data
All positions including Brown & Brown held by Gen-Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Brown & Brown by Gen-Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $272k | 3.4k | 79.71 |
| 2025-09-30 | $478k | 5.1k | 93.78 |
| 2025-06-30 | $525k | 4.7k | 110.88 |
| 2025-03-31 | $589k | 4.7k | 124.41 |
| 2024-12-31 | $573k | 5.6k | 102.02 |
| 2024-09-30 | $594k | 5.6k | 105.83 |
| 2024-06-30 | $563k | 6.3k | 89.41 |
| 2024-03-31 | $502k | 5.7k | 87.54 |