Brown & Brown shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in Brown & Brown
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Quarterly reported holdings in Brown & Brown by Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $139k | 1.5k | 93.77 |
| 2025-06-30 | $222k | 2.0k | 110.85 |
| 2024-12-31 | $1.3M | 12k | 110.93 |
| 2024-09-30 | $1.2M | 11k | 103.60 |
| 2024-06-30 | $1.3M | 14k | 89.41 |
| 2024-03-31 | $1.1M | 13k | 87.54 |
| 2023-12-31 | $939k | 13k | 71.11 |
| 2023-09-30 | $1.0M | 14k | 69.84 |
| 2023-06-30 | $1.1M | 16k | 68.84 |
| 2023-03-31 | $916k | 16k | 57.42 |
| 2022-12-31 | $864k | 15k | 56.97 |
| 2022-09-30 | $475k | 7.9k | 60.48 |
| 2022-06-30 | $305k | 5.2k | 58.33 |