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Brown & Brown shares owned by ORG Wealth Partners

Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by ORG Wealth Partners from 13F filings

Historical chart of ORG Wealth Partners investment in Brown & Brown

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All positions including Brown & Brown held by ORG Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brown & Brown by ORG Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $551k 5.9k 93.77
2025-06-30 $666k 6.1k 108.89
2025-03-31 $759k 6.1k 125.02
2024-12-31 $622k 6.1k 102.02
2024-09-30 $674k 6.5k 103.60