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Brown & Brown shares owned by Phillips Wealth Planners

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

Historical chart of Phillips Wealth Planners investment in Brown & Brown

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

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Quarterly reported holdings in Brown & Brown by Phillips Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-03-31 $201k 2.5k 80.92