A detailed history of Compass Ion Advisors, LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 11,662 shares of BRO stock, worth $1.05 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
11,662
Previous 10,287 13.37%
Holding current value
$1.05 Million
Previous $731,000 39.53%
% of portfolio
0.15%
Previous 0.12%

Shares

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

Apr 17, 2024

BUY
$69.45 - $87.54 $95,493 - $120,367
1,375 Added 13.37%
11,662 $1.02 Million
Q4 2023

Jan 23, 2024

SELL
$66.78 - $75.77 $15,359 - $17,427
-230 Reduced 2.19%
10,287 $731,000
Q3 2023

Nov 02, 2023

BUY
$67.35 - $74.2 $708,319 - $780,361
10,517 New
10,517 $734,000

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 $25.3B
  • 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
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