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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

Jul 2022Jan 2023Jul 2023Jan 2024Jul 20240.8M1M1.2M1.4M1.6M10k15k20k
Value ($)Share countHistorical BRO position of Sound Financial Strategies … Source: stockzoa.comValue ($)Share count

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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
2024-09-30 $861k 8.3k 103.60
2024-06-30 $757k 8.5k 89.41
2022-03-31 $1.6M 22k 72.26