A detailed history of Axxcess Wealth Management, LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 2,208 shares of BRO stock, worth $229,300. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,208
Holding current value
$229,300
% of portfolio
0.01%

Shares

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

Nov 04, 2024

BUY
$89.11 - $105.82 $196,754 - $233,650
2,208 New
2,208 $228,000
Q3 2023

Nov 14, 2023

SELL
$67.35 - $74.2 $3,165 - $3,487
-47 Reduced 1.58%
2,926 $204,000
Q2 2023

Aug 08, 2023

BUY
$57.65 - $68.84 $171,393 - $204,661
2,973 New
2,973 $204,000

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 $29.3B
  • 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
Track This Portfolio

Track Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.