A detailed history of Sound Financial Strategies Group, LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 8,314 shares of BRO stock, worth $855,760. This represents 0.76% of its overall portfolio holdings.

Number of Shares
8,314
Previous 8,469 1.83%
Holding current value
$855,760
Previous $757,000 13.74%
% of portfolio
0.76%
Previous 0.72%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$89.11 - $105.82 $13,812 - $16,402
-155 Reduced 1.83%
8,314 $861,000
Q2 2024

Aug 12, 2024

BUY
$80.62 - $93.34 $682,770 - $790,496
8,469 New
8,469 $757,000
Q2 2022

Jul 25, 2022

SELL
$53.28 - $73.4 $1.18 Million - $1.63 Million
-22,184 Closed
0 $0
Q1 2022

May 05, 2022

BUY
$61.13 - $72.71 $1.36 Million - $1.61 Million
22,184 New
22,184 $1.6 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 $29.1B
  • 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 Sound Financial Strategies Group, LLC Portfolio

Follow Sound Financial Strategies Group, 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 Sound Financial Strategies Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound Financial Strategies Group, LLC with notifications on news.