Legacy Wealth Asset Management »

Brown & Brown shares owned by Legacy Wealth Asset Management

Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Legacy Wealth Asset Management from 13F filings

Historical chart of Legacy Wealth Asset Management investment in Brown & Brown

Tip: Access up to 7 years of quarterly data

All positions including Brown & Brown held by Legacy Wealth Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Brown & Brown by Legacy Wealth Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $300k 3.2k 93.79
2025-06-30 $346k 3.1k 110.87
2025-03-31 $457k 3.7k 124.40
2024-12-31 $401k 3.9k 102.02
2024-06-30 $354k 4.0k 89.41
2024-03-31 $342k 3.9k 87.54
2023-12-31 $240k 3.4k 71.11

More positions owned by Legacy Wealth Asset Management

Fidelity Wise Origin Bitcoin SHS (FBTC)
Global X Fds Glbl X Mlp Etf (MLPA)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Strategy Eventide Us Mrkt (ESUM)
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ubs Ag London Branch Etracs Ubs Bloom (UCIB)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Linde SHS (LIN)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Chubb (CB)

View all positions for Legacy Wealth Asset Management

Top funds holding Brown & Brown

Vanguard Group
BlackRock
Capital World Investors
Principal Financial Group
State Street Corporation
FMR
Geode Capital Management
Parnassus Investments
Select Equity
Morgan Stanley
Royal Bank of Canada
Wells Fargo & Company
Allspring Global Investments Holdings
Northern Trust
Deutsche Bank Aktiengesellschaft

View all funds holding Brown & Brown