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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

Tip: Access up to 7 years of quarterly data

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
2025-06-30 $49k 445 110.87
2025-03-31 $55k 445 124.40
2024-12-31 $45k 445 102.02
2024-09-30 $46k 445 103.60
2024-06-30 $40k 445 89.41
2024-03-31 $45k 509 87.54

More positions owned by Intelligent Financial Strategies

Berkshire Hathaway Inc Del COM - Class B (BRK.B)
Vanguard S&p 500 Etf idx (VOO)
Vanguard Total World Stock Idx (VT)
Vanguard Total Stock Market ETF (VTI)
Vanguard Star Fd Intl Stk Idxf (VXUS)
Vanguard Total Bond Market ETF (BND)
American Centy Etf Tr (AVGE)
Berkshire Hathaway Inc Del COM - Class A (BRK.A)
DFA Tax-Managed US Marketwide Value II (DFUV)
Vanguard Dividend Appreciation ETF (VIG)
iShares S&P 500 Index (IVV)
Dimensional Etf Trust (DFAC)
Vanguard Short Term Corporate Bond ETF (VCSH)
Apple (AAPL)
Alphabet COM - Class C (GOOG)

View all positions for Intelligent Financial Strategies

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