Brown & Brown shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in Brown & Brown
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Quarterly reported holdings in Brown & Brown by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $408k | 4.3k | 94.44 |
| 2025-06-30 | $294k | 2.7k | 107.25 |
| 2025-03-31 | $316k | 2.7k | 118.86 |
| 2024-12-31 | $262k | 2.6k | 101.95 |
| 2024-09-30 | $250k | 2.4k | 106.33 |
| 2024-06-30 | $215k | 2.4k | 90.93 |
| 2024-03-31 | $201k | 2.5k | 80.92 |
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