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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

Tip: Access up to 7 years of quarterly data

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

More positions owned by Sound Financial Strategies Group

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Tidal Tr Ii Blueprint Chesap (TFPN)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Kraneshares Trust Mount Lucas Etf (KMLM)
Timothy Plan Intl Etf (TPIF)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Timothy Plan U S Sm Cp Core (TPSC)
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)
Proshares Tr S&p 500 Dv Arist (NOBL)
AFLAC Incorporated (AFL)
Timothy Plan Us Lrgmd Cp Core (TPLC)
Timothy Plan Hig Dv Stk Etf (TPHD)
C H Robinson Worldwide Com New (CHRW)

View all positions for Sound Financial Strategies Group

Top funds holding Brown & Brown

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