Brown & Brown shares owned by Legacy Capital Wealth Partners
Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Legacy Capital Wealth Partners
from 13F filings
Historical chart of Legacy Capital Wealth Partners investment in Brown & Brown
Tip: Access up to 7 years of quarterly data
All positions including Brown & Brown held by Legacy Capital Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Brown & Brown by Legacy Capital Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $476k | 5.1k | 93.79 |
| 2025-06-30 | $575k | 5.2k | 110.86 |
| 2025-03-31 | $664k | 5.3k | 124.40 |
| 2024-12-31 | $608k | 6.0k | 102.01 |
| 2024-09-30 | $656k | 6.3k | 103.59 |
| 2024-06-30 | $620k | 6.9k | 89.42 |
| 2023-09-30 | $430k | 6.2k | 69.84 |
| 2023-03-31 | $305k | 5.3k | 57.42 |
More positions owned by Legacy Capital Wealth Partners
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