Brown & Brown shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in Brown & Brown
Tip: Access up to 7 years of quarterly data
All positions including Brown & Brown held by Legacy Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Brown & Brown by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $201k | 2.1k | 93.78 |
| 2019-03-31 | $9.0k | 302 | 29.80 |
| 2018-12-31 | $7.0k | 264 | 26.52 |
| 2018-09-30 | $6.0k | 208 | 28.85 |
| 2018-06-30 | $6.0k | 208 | 28.85 |
| 2018-03-31 | $5.0k | 208 | 24.04 |
| 2017-12-31 | $2.0k | 42 | 47.62 |