Brown & Brown shares owned by Legacy Financial Strategies
Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Legacy Financial Strategies
from 13F filings
Historical chart of Legacy Financial Strategies investment in Brown & Brown
Tip: Access up to 7 years of quarterly data
All positions including Brown & Brown held by Legacy Financial Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Brown & Brown by Legacy Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.5M | 44k | 103.60 |
| 2024-06-30 | $3.9M | 44k | 90.04 |
| 2024-03-31 | $3.6M | 41k | 87.54 |
| 2023-12-31 | $2.9M | 41k | 71.11 |
| 2023-09-30 | $2.9M | 41k | 71.61 |
| 2023-06-30 | $2.7M | 40k | 68.84 |
| 2023-03-31 | $2.1M | 37k | 57.42 |
| 2022-12-31 | $1.7M | 30k | 56.97 |
| 2022-09-30 | $1.7M | 28k | 60.47 |
| 2022-06-30 | $1.5M | 26k | 58.32 |
More positions owned by Legacy Financial Strategies
View all positions for Legacy Financial Strategies