Heirloom Wealth Management Brown & Brown, Inc. Transaction History
Heirloom Wealth Management
- $308 Million
- Q3 2024
A detailed history of Heirloom Wealth Management transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Heirloom Wealth Management holds 48,010 shares of BRO stock, worth $4.95 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
48,010
Previous 45,572
5.35%
Holding current value
$4.95 Million
Previous $4.07 Million
22.07%
% of portfolio
1.62%
Previous 1.37%
Shares
2 transactions
Others Institutions Holding BRO
# of Institutions
848Shares Held
207MCall Options Held
230KPut Options Held
11.1K-
Vanguard Group Inc Valley Forge, PA28.6MShares$2.95 Billion0.05% of portfolio
-
Black Rock Inc. New York, NY16.7MShares$1.72 Billion0.03% of portfolio
-
Principal Financial Group Inc Des Moines, IA12.8MShares$1.32 Billion0.77% of portfolio
-
State Street Corp Boston, MA10.9MShares$1.12 Billion0.05% of portfolio
-
Select Equity Group, L.P. New York, NY9.57MShares$988 Million3.98% of portfolio
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...