A detailed history of Montag A & Associates Inc transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Montag A & Associates Inc holds 1,177 shares of BRO stock, worth $131,718. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,177
Previous 980 20.1%
Holding current value
$131,718
Previous $87,000 39.08%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 05, 2024

BUY
$89.11 - $105.82 $17,554 - $20,846
197 Added 20.1%
1,177 $121,000
Q3 2023

Nov 09, 2023

SELL
$67.35 - $74.2 $26,737 - $29,457
-397 Reduced 28.83%
980 $68,000
Q1 2023

May 11, 2023

SELL
$53.43 - $61.96 $18,753 - $21,747
-351 Reduced 20.31%
1,377 $79,000
Q3 2022

Nov 09, 2022

BUY
$58.3 - $68.14 $94,912 - $110,931
1,628 Added 1628.0%
1,728 $105,000
Q1 2021

May 14, 2021

BUY
$42.96 - $48.02 $4,296 - $4,802
100 New
100 $5,000

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 $31.6B
  • 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
Track This Portfolio

Track Montag A & Associates Inc Portfolio

Follow Montag A & Associates Inc 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 Montag A & Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Montag A & Associates Inc with notifications on news.