A detailed history of Moneta Group Investment Advisors LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 3,239 shares of BRO stock, worth $334,200. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,239
Previous 3,171 2.14%
Holding current value
$334,200
Previous $283,000 18.37%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024

BUY
$89.11 - $105.82 $6,059 - $7,195
68 Added 2.14%
3,239 $335,000
Q2 2024

Aug 13, 2024

SELL
$80.62 - $93.34 $45,550 - $52,737
-565 Reduced 15.12%
3,171 $283,000
Q1 2024

Aug 13, 2024

BUY
$69.45 - $87.54 $29,030 - $36,591
418 Added 12.6%
3,736 $327,000
Q4 2023

Feb 15, 2024

BUY
$66.78 - $75.77 $221,576 - $251,404
3,318 New
3,318 $235,000
Q2 2018

Aug 15, 2018

BUY
$24.84 - $28.59 $4,868 - $5,603
196 New
196 $5,000
Q2 2018

Aug 14, 2018

BUY
$24.84 - $28.59 $0 - $0
0 New
0 $0

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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