A detailed history of Geo Wealth Management, LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Geo Wealth Management, LLC holds 2,092 shares of BRO stock, worth $217,254. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,092
Previous 2,163 3.28%
Holding current value
$217,254
Previous $193,000 11.92%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

SELL
$89.11 - $105.82 $6,326 - $7,513
-71 Reduced 3.28%
2,092 $216,000
Q2 2024

Aug 12, 2024

BUY
$80.62 - $93.34 $35,472 - $41,069
440 Added 25.54%
2,163 $193,000
Q1 2024

May 15, 2024

SELL
$69.45 - $87.54 $119,662 - $150,831
-1,723 Closed
0 $0
Q1 2024

May 15, 2024

BUY
$69.45 - $87.54 $63,824 - $80,449
919 Added 114.3%
1,723 $150,000
Q4 2023

Feb 13, 2024

BUY
$66.78 - $75.77 $13,022 - $14,775
195 Added 32.02%
804 $57,000
Q3 2023

Nov 13, 2023

SELL
$67.35 - $74.2 $573,754 - $632,109
-8,519 Reduced 93.33%
609 $42,000
Q2 2023

Aug 10, 2023

BUY
$57.65 - $68.84 $526,229 - $628,371
9,128 New
9,128 $628,000

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 $29.3B
  • 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 Geo Wealth Management, LLC Portfolio

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

News

Stay updated on Geo Wealth Management, LLC with notifications on news.