A detailed history of Carmel Capital Partners, LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Carmel Capital Partners, LLC holds 2,850 shares of BRO stock, worth $292,552. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,850
Previous 2,850 -0.0%
Holding current value
$292,552
Previous $249,000 2.01%
% of portfolio
0.11%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024

SELL
$69.45 - $87.54 $21,668 - $27,312
-312 Reduced 9.87%
2,850 $249,000
Q4 2023

Jan 31, 2024

BUY
$66.78 - $75.77 $83,475 - $94,712
1,250 Added 65.38%
3,162 $224,000
Q3 2023

Oct 27, 2023

SELL
$67.35 - $74.2 $84,187 - $92,750
-1,250 Reduced 39.53%
1,912 $133,000
Q1 2023

Apr 19, 2023

BUY
$53.43 - $61.96 $168,945 - $195,917
3,162 New
3,162 $181,000

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 $29B
  • 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 Carmel Capital Partners, LLC Portfolio

Follow Carmel Capital Partners, 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 Carmel Capital Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Carmel Capital Partners, LLC with notifications on news.