A detailed history of Portside Wealth Group, LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Portside Wealth Group, LLC holds 5,898 shares of BRO stock, worth $533,886. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,898
Previous 5,242 12.51%
Holding current value
$533,886
Previous $373 Million 38.51%
% of portfolio
0.1%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024

BUY
$69.45 - $87.54 $45,559 - $57,426
656 Added 12.51%
5,898 $516 Million
Q4 2023

Jan 16, 2024

BUY
$66.78 - $75.77 $350,060 - $397,186
5,242 New
5,242 $373 Million
Q2 2023

Aug 01, 2023

BUY
$57.65 - $68.84 $1.9 Million - $2.27 Million
32,940 New
32,940 $2.27 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 $25.6B
  • 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
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