Strategic Wealth Partners »

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

Tip: Access up to 7 years of quarterly data

All positions including Brown & Brown held by Strategic Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Brown & Brown by Strategic Wealth Partners

Quarter filed Position value Share count Share price at filing
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