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Brown & Brown shares owned by Sound Financial Strategies Group

Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Sound Financial Strategies Group from 13F filings

Historical chart of Sound Financial Strategies Group investment in Brown & Brown

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All positions including Brown & Brown held by Sound Financial Strategies Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brown & Brown by Sound Financial Strategies Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $620k 6.6k 93.79
2025-06-30 $744k 6.7k 110.87
2025-03-31 $824k 6.6k 124.40
2024-12-31 $921k 9.0k 102.02
2024-09-30 $861k 8.3k 103.60
2024-06-30 $757k 8.5k 89.41
2022-03-31 $1.6M 22k 72.26

More positions owned by Sound Financial Strategies Group

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Timothy Plan Intl Etf (TPIF)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Timothy Plan Us Lrgmd Cp Core (TPLC)
Ishares Tr Msci Usa Mmentm (MTUM)
First Tr Exchange-traded SHS (QQEW)
Kraneshares Trust Hedgeye Hedged E (KSPY)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)

View all positions for Sound Financial Strategies Group

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