Phillips Wealth Planners LLC Brown & Brown, Inc. Transaction History
Phillips Wealth Planners LLC
- $104 Billion
- Q3 2024
A detailed history of Phillips Wealth Planners LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 2,354 shares of BRO stock, worth $244,462. This represents 0.24% of its overall portfolio holdings.
Number of Shares
2,354
Previous 2,364
0.42%
Holding current value
$244,462
Previous $215 Million
16.44%
% of portfolio
0.24%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding BRO
# of Institutions
847Shares Held
194MCall Options Held
230KPut Options Held
11.1K-
Vanguard Group Inc Valley Forge, PA28.6MShares$2.97 Billion0.05% of portfolio
-
Black Rock Inc. New York, NY16.7MShares$1.73 Billion0.03% of portfolio
-
State Street Corp Boston, MA10.9MShares$1.13 Billion0.05% of portfolio
-
Select Equity Group, L.P. New York, NY9.57MShares$994 Million3.98% of portfolio
-
Morgan Stanley New York, NY8.46MShares$878 Million0.06% of portfolio
About BROWN & BROWN, INC.
- Ticker BRO
- Exchange NYSE
- Sector Financial Services
- Industry Insurance Brokers
- Shares Outstandng 282,454,016
- Market Cap $29.3B
- 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...