Brown & Brown shares owned by Optimize Financial
Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Optimize Financial
from 13F filings
Historical chart of Optimize Financial investment in Brown & Brown
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Quarterly reported holdings in Brown & Brown by Optimize Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $345k | 3.1k | 110.87 |
| 2025-03-31 | $390k | 3.1k | 124.40 |