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 |
|---|---|---|---|
| 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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