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 2,364 shares of BRO stock, worth $245,761. This represents 0.23% of its overall portfolio holdings.

Number of Shares
2,364
Previous 2,480 4.68%
Holding current value
$245,761
Previous $201 Million 7.11%
% of portfolio
0.23%
Previous 0.23%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

SELL
$80.62 - $93.34 $9,351 - $10,827
-116 Reduced 4.68%
2,364 $215 Million
Q1 2024

Apr 29, 2024

BUY
$69.45 - $87.54 $172,236 - $217,099
2,480 New
2,480 $201 Million

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 $29.4B
  • 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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