A detailed history of Integrated Wealth Concepts LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 9,397 shares of BRO stock, worth $1.07 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,397
Previous 9,426 0.31%
Holding current value
$1.07 Million
Previous $842,000 15.56%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

SELL
$89.11 - $105.82 $2,584 - $3,068
-29 Reduced 0.31%
9,397 $973,000
Q2 2024

Aug 14, 2024

SELL
$80.62 - $93.34 $60,303 - $69,818
-748 Reduced 7.35%
9,426 $842,000
Q1 2024

May 15, 2024

SELL
$69.45 - $87.54 $13,681 - $17,245
-197 Reduced 1.9%
10,174 $890,000
Q4 2023

Feb 13, 2024

SELL
$66.78 - $75.77 $42,472 - $48,189
-636 Reduced 5.78%
10,371 $737,000
Q3 2023

Nov 15, 2023

SELL
$67.35 - $74.2 $26,468 - $29,160
-393 Reduced 3.45%
11,007 $768,000
Q2 2023

Aug 15, 2023

BUY
$57.65 - $68.84 $657,210 - $784,776
11,400 New
11,400 $784,000

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 $32B
  • 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 Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts 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 Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.