A detailed history of Cyndeo Wealth Partners, LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 11,820 shares of BRO stock, worth $1.07 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
11,820
Previous 11,820 -0.0%
Holding current value
$1.07 Million
Previous $840,000 23.1%
% of portfolio
0.09%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024

BUY
$66.78 - $75.77 $868 - $985
13 Added 0.11%
11,820 $840,000
Q3 2023

Oct 10, 2023

BUY
$67.35 - $74.2 $673 - $742
10 Added 0.08%
11,807 $824,000
Q2 2023

Jul 27, 2023

BUY
$57.65 - $68.84 $680,097 - $812,105
11,797 New
11,797 $812,000

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 $25.6B
  • 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
Track This Portfolio

Track Cyndeo Wealth Partners, LLC Portfolio

Follow Cyndeo Wealth 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 Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.