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Brown & Brown shares owned by Wallace Advisory Group

Quarter-by-quarter ownership of Brown & Brown (BRO) shares owned by Wallace Advisory Group from 13F filings

Historical chart of Wallace Advisory Group investment in Brown & Brown

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All positions including Brown & Brown held by Wallace Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brown & Brown by Wallace Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $280k 3.1k 89.41
2024-06-30 $286k 3.2k 89.41
2024-03-31 $215k 3.0k 71.11