A detailed history of Ever Source Wealth Advisors, LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 273 shares of BRO stock, worth $28,168. This represents 0.0% of its overall portfolio holdings.

Number of Shares
273
Previous 212 28.77%
Holding current value
$28,168
Previous $18,000 55.56%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 08, 2024

BUY
$89.11 - $105.82 $5,435 - $6,455
61 Added 28.77%
273 $28,000
Q2 2024

Aug 13, 2024

BUY
$80.62 - $93.34 $2,176 - $2,520
27 Added 14.59%
212 $18,000
Q1 2024

Jun 11, 2024

BUY
$69.45 - $87.54 $1,389 - $1,750
20 Added 12.12%
185 $16,000
Q4 2023

Feb 09, 2024

BUY
$66.78 - $75.77 $333 - $378
5 Added 3.13%
165 $11,000
Q2 2023

Aug 04, 2023

BUY
$57.65 - $68.84 $461 - $550
8 Added 5.26%
160 $11,000
Q1 2023

May 11, 2023

BUY
$53.43 - $61.96 $6,091 - $7,063
114 Added 300.0%
152 $8,000
Q4 2022

Feb 09, 2023

BUY
$55.05 - $63.71 $2,091 - $2,420
38 New
38 $2,000

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 $29.1B
  • 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
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