Ep Wealth Advisors, LLC Brown & Brown, Inc. Transaction History
Ep Wealth Advisors, LLC
- $8.44 Billion
- Q1 2024
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 9,660 shares of BRO stock, worth $874,423. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,660
Previous 10,050
3.88%
Holding current value
$874,423
Previous $714,000
18.35%
% of portfolio
0.01%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding BRO
# of Institutions
729Shares Held
204MCall Options Held
81.3KPut Options Held
19.6K-
Vanguard Group Inc Valley Forge, PA28.4MShares$2.57 Billion0.05% of portfolio
-
Black Rock Inc. New York, NY16.6MShares$1.5 Billion0.03% of portfolio
-
Select Equity Group, L.P. New York, NY13.6MShares$1.23 Billion4.43% of portfolio
-
Principal Financial Group Inc Des Moines, IA12.7MShares$1.15 Billion0.69% of portfolio
-
State Street Corp Boston, MA10.8MShares$981 Million0.04% of portfolio
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...