A detailed history of New Edge Wealth, LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, New Edge Wealth, LLC holds 2,270 shares of BRO stock, worth $242,413. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,270
Previous 2,194 3.46%
Holding current value
$242,413
Previous $227,000 1.76%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025

BUY
$100.93 - $113.42 $7,670 - $8,619
76 Added 3.46%
2,270 $231,000
Q3 2024

Nov 12, 2024

BUY
$89.11 - $105.82 $195,507 - $232,169
2,194 New
2,194 $227,000
Q1 2024

May 06, 2024

BUY
$69.45 - $87.54 $200,016 - $252,115
2,880 New
2,880 $252,000
Q2 2022

Aug 09, 2022

BUY
$53.28 - $73.4 $621,511 - $856,211
11,665 New
11,665 $681,000

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 $30.2B
  • 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 New Edge Wealth, LLC Portfolio

Follow New Edge Wealth, 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 New Edge Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Wealth, LLC with notifications on news.