A detailed history of Financial Advocates Investment Management transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Financial Advocates Investment Management holds 4,519 shares of BRO stock, worth $472,958. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,519
Previous 4,827 6.38%
Holding current value
$472,958
Previous $500,000 7.8%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025

SELL
$100.93 - $113.42 $31,086 - $34,933
-308 Reduced 6.38%
4,519 $461,000
Q3 2024

Oct 25, 2024

BUY
$89.11 - $105.82 $25,396 - $30,158
285 Added 6.27%
4,827 $500,000
Q2 2024

Jul 26, 2024

BUY
$80.62 - $93.34 $366,176 - $423,950
4,542 New
4,542 $406,000

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 $29.6B
  • 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 Financial Advocates Investment Management Portfolio

Follow Financial Advocates Investment Management 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 Financial Advocates Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advocates Investment Management with notifications on news.