A detailed history of Cyndeo Wealth Partners, LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 12,208 shares of BRO stock, worth $1.25 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
12,208
Previous 11,838 3.13%
Holding current value
$1.25 Million
Previous $1.06 Million 19.47%
% of portfolio
0.09%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$89.11 - $105.82 $32,970 - $39,153
370 Added 3.13%
12,208 $1.26 Million
Q2 2024

Jul 30, 2024

BUY
$80.62 - $93.34 $1,451 - $1,680
18 Added 0.15%
11,838 $1.06 Million
Q4 2023

Jan 12, 2024

BUY
$66.78 - $75.77 $868 - $985
13 Added 0.11%
11,820 $840,000
Q3 2023

Oct 10, 2023

BUY
$67.35 - $74.2 $673 - $742
10 Added 0.08%
11,807 $824,000
Q2 2023

Jul 27, 2023

BUY
$57.65 - $68.84 $680,097 - $812,105
11,797 New
11,797 $812,000

Others Institutions Holding BRO

About BROWN & BROWN, INC.


  • Ticker BRO
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance Brokers
  • Shares Outstandng 282,454,016
  • Market Cap $28.9B
  • Description
  • Brown & Brown, Inc. markets and sells insurance products and services in the United States, Bermuda, Canada, Ireland, the United Kingdom, and the Cayman Islands. It operates through four segments: Retail, National Programs, Wholesale Brokerage, and Services. The Retail segment offers property and casualty, employee benefits insurance product...
More about BRO
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