A detailed history of Creative One Wealth, LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Creative One Wealth, LLC holds 2,748 shares of BRO stock, worth $302,417. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,748
Previous 2,543 8.06%
Holding current value
$302,417
Previous $227,000 25.11%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024

BUY
$89.11 - $105.82 $18,267 - $21,693
205 Added 8.06%
2,748 $284,000
Q2 2024

Aug 14, 2024

BUY
$80.62 - $93.34 $205,016 - $237,363
2,543 New
2,543 $227,000
Q3 2023

Oct 17, 2023

SELL
$67.35 - $74.2 $521,827 - $574,901
-7,748 Reduced 62.82%
4,586 $320,000
Q2 2023

Aug 16, 2023

BUY
$57.65 - $68.84 $216,879 - $258,976
3,762 Added 43.89%
12,334 $849,000
Q2 2023

Aug 14, 2023

BUY
$57.65 - $68.84 $494,175 - $590,096
8,572 New
8,572 $590,000

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 $31.1B
  • 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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