A detailed history of Evermay Wealth Management LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Evermay Wealth Management LLC holds 16,980 shares of BRO stock, worth $1.57 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
16,980
Previous 16,985 0.03%
Holding current value
$1.57 Million
Previous $1.21 Million 23.12%
% of portfolio
0.22%
Previous 0.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$69.45 - $87.54 $347 - $437
-5 Reduced 0.03%
16,980 $1.49 Million
Q4 2023

Feb 09, 2024

BUY
$66.78 - $75.77 $333 - $378
5 Added 0.03%
16,985 $1.21 Million
Q4 2022

Jan 19, 2023

SELL
$55.05 - $63.71 $82,575 - $95,565
-1,500 Reduced 8.12%
16,980 $0
Q1 2022

May 16, 2022

BUY
$61.13 - $72.71 $1.13 Million - $1.34 Million
18,480 New
18,480 $1.34 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 $26.1B
  • 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
Track This Portfolio

Track Evermay Wealth Management LLC Portfolio

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

News

Stay updated on Evermay Wealth Management LLC with notifications on news.