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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

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Quarterly 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