Baker Tilly Wealth Management, LLC Brown & Brown, Inc. Transaction History
Baker Tilly Wealth Management, LLC
- $239 Million
- Q2 2024
A detailed history of Baker Tilly Wealth Management, LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 5,378 shares of BRO stock, worth $564,743. This represents 0.2% of its overall portfolio holdings.
Number of Shares
5,378
Previous 9,945
45.92%
Holding current value
$564,743
Previous $870,000
44.83%
% of portfolio
0.2%
Previous 0.16%
Shares
13 transactions
Others Institutions Holding BRO
# of Institutions
786Shares Held
211MCall Options Held
258KPut Options Held
6.4K-
Vanguard Group Inc Valley Forge, PA28.7MShares$3.01 Billion0.05% of portfolio
-
Black Rock Inc. New York, NY16.7MShares$1.75 Billion0.03% of portfolio
-
Select Equity Group, L.P. New York, NY13.1MShares$1.38 Billion4.82% of portfolio
-
Principal Financial Group Inc Des Moines, IA12.8MShares$1.34 Billion0.71% of portfolio
-
State Street Corp Boston, MA10.9MShares$1.14 Billion0.04% of portfolio
About BROWN & BROWN, INC.
- Ticker BRO
- Exchange NYSE
- Sector Financial Services
- Industry Insurance Brokers
- Shares Outstandng 282,454,016
- Market Cap $29.7B
- 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...