A detailed history of Congress Wealth Management LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Congress Wealth Management LLC holds 144,008 shares of BRO stock, worth $16.1 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
144,008
Previous 142,228 1.25%
Holding current value
$16.1 Million
Previous $12.7 Million 17.32%
% of portfolio
0.21%
Previous 0.21%

Shares

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

Nov 12, 2024

BUY
$89.11 - $105.82 $158,615 - $188,359
1,780 Added 1.25%
144,008 $14.9 Million
Q2 2024

Aug 13, 2024

BUY
$80.62 - $93.34 $418,337 - $484,341
5,189 Added 3.79%
142,228 $12.7 Million
Q1 2024

Apr 18, 2024

BUY
$69.45 - $87.54 $468,370 - $590,369
6,744 Added 5.18%
137,039 $12 Million
Q4 2023

Feb 09, 2024

BUY
$66.78 - $75.77 $8.7 Million - $9.87 Million
130,295 New
130,295 $9.27 Million

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 $31.6B
  • 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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