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
Tip: Access up to 7 years of quarterly data
All positions including Brown & Brown held by ORG Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly 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 |