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 1,723 shares of BRO stock, worth $155,965. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,723
Previous 804 114.3%
Holding current value
$155,965
Previous $57,000 163.16%
% of portfolio
0.01%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $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...
More about BRO
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