A detailed history of Ep Wealth Advisors, LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 12,478 shares of BRO stock, worth $1.42 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,478
Previous 11,725 6.42%
Holding current value
$1.42 Million
Previous $1.05 Million 23.28%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$89.11 - $105.82 $67,099 - $79,682
753 Added 6.42%
12,478 $1.29 Million
Q2 2024

Aug 19, 2024

BUY
$80.62 - $93.34 $166,480 - $192,747
2,065 Added 21.38%
11,725 $1.05 Million
Q1 2024

May 14, 2024

SELL
$69.45 - $87.54 $27,085 - $34,140
-390 Reduced 3.88%
9,660 $845,000
Q4 2023

Feb 28, 2024

BUY
$66.78 - $75.77 $273,397 - $310,202
4,094 Added 68.74%
10,050 $714,000
Q3 2023

Nov 22, 2023

BUY
$67.35 - $74.2 $401,136 - $441,935
5,956 New
5,956 $415,000
Q2 2022

Aug 11, 2022

SELL
$53.28 - $73.4 $163,622 - $225,411
-3,071 Closed
0 $0
Q1 2022

May 20, 2022

SELL
$61.13 - $72.71 $34,782 - $41,371
-569 Reduced 15.63%
3,071 $222,000
Q4 2021

Feb 17, 2022

SELL
$57.18 - $70.28 $3,316 - $4,076
-58 Reduced 1.57%
3,640 $256,000
Q3 2021

Nov 23, 2021

SELL
$52.31 - $58.94 $5.18 Million - $5.84 Million
-99,052 Reduced 96.4%
3,698 $205,000
Q3 2021

Nov 16, 2021

BUY
$52.31 - $58.94 $5.37 Million - $6.06 Million
102,750 New
102,750 $205,000

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 $32B
  • 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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