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Brown & Brown shares owned by Strategies Wealth Advisors

Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Strategies Wealth Advisors from 13F filings

Historical chart of Strategies Wealth Advisors investment in Brown & Brown

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Brown & Brown by Strategies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $224k 3.4k 65.22
2025-03-31 $335k 2.7k 124.42

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View all positions for Strategies Wealth Advisors

Top funds holding Brown & Brown

BlackRock
Vanguard Capital Management
Capital World Investors
FMR
Principal Financial Group
Vanguard Portfolio Management
State Street Corporation
First Eagle Investment Management
Geode Capital Management
Select Equity
Kempen Capital Management
Deutsche Bank Aktiengesellschaft
Capital Research Global Investors
Barclays
Bank of America Corporation

View all funds holding Brown & Brown