Mount Yale Investment Advisors, LLC Brown & Brown, Inc. Transaction History
Mount Yale Investment Advisors, LLC
- $1.03 Billion
- Q3 2024
A detailed history of Mount Yale Investment Advisors, LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 8,415 shares of BRO stock, worth $952,578. This represents 0.08% of its overall portfolio holdings.
Number of Shares
8,415
Previous 8,794
4.31%
Holding current value
$952,578
Previous $786,000
10.81%
% of portfolio
0.08%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding BRO
# of Institutions
848Shares Held
207MCall Options Held
230KPut Options Held
11.1K-
Vanguard Group Inc Valley Forge, PA28.6MShares$3.24 Billion0.05% of portfolio
-
Black Rock Inc. New York, NY16.7MShares$1.89 Billion0.03% of portfolio
-
Principal Financial Group Inc Des Moines, IA12.8MShares$1.45 Billion0.77% of portfolio
-
State Street Corp Boston, MA10.9MShares$1.23 Billion0.05% of portfolio
-
Select Equity Group, L.P. New York, NY9.57MShares$1.08 Billion3.98% of portfolio
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...