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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

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

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Quarterly 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