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 $966,857. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,397
Previous 9,426 0.31%
Holding current value
$966,857
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 $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...
More about BRO
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