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
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Quarterly reported holdings in Brown & Brown by Legacy Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.7M | 34k | 79.70 |
| 2025-09-30 | $3.4M | 36k | 93.79 |
| 2025-06-30 | $3.7M | 34k | 110.87 |
| 2025-03-31 | $4.5M | 36k | 124.40 |
| 2024-12-31 | $4.2M | 42k | 100.54 |
| 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
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