A detailed history of Diversify Wealth Management, LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 2,787 shares of BRO stock, worth $312,283. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,787
Previous 3,068 9.16%
Holding current value
$312,283
Previous $302 Million 2.1%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 25, 2024

SELL
$89.11 - $105.82 $25,039 - $29,735
-281 Reduced 9.16%
2,787 $295 Million
Q2 2024

Aug 08, 2024

BUY
$80.62 - $93.34 $247,342 - $286,367
3,068 New
3,068 $302 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
Track This Portfolio

Track Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, 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 Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.