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Brown & Brown shares owned by Intelligent Financial Strategies

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

Historical chart of Intelligent Financial Strategies investment in Brown & Brown

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

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Quarterly reported holdings in Brown & Brown by Intelligent Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $46k 445 103.60
2024-06-30 $40k 445 89.41
2024-03-31 $45k 509 87.54

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Berkshire Hathaway Inc Del COM - Class B (BRK.B)
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American Centy Etf Tr (AVGE)
DFA Tax-Managed US Marketwide Value II (DFUV)
Apple (AAPL)
Vanguard Dividend Appreciation ETF (VIG)
iShares S&P 500 Index (IVV)
Berkshire Hathaway Inc Del COM - Class A (BRK.A)
Dimensional Etf Trust (DFAC)
Microsoft Corporation (MSFT)
Alphabet COM - Class C (GOOG)
SPDR S&P MidCap 400 ETF (MDY)
MasterCard Incorporated (MA)
Visa (V)

View all positions for Intelligent Financial Strategies

Top funds holding Brown & Brown

Vanguard Group
BlackRock
Select Equity
Principal Financial Group
State Street Corporation
Morgan Stanley
Geode Capital Management
Goldman Sachs Group
Allspring Global Investments Holdings
Manufacturers Life Insurance Company
Wells Fargo & Company
First Eagle Investment Management
Invesco
Royal Bank of Canada
Fenimore Asset Management

View all funds holding Brown & Brown