A detailed history of Summit Wealth Partners, LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 236,700 shares of BRO stock, worth $24.4 Million. This represents 4.72% of its overall portfolio holdings.

Number of Shares
236,700
Previous 236,700 -0.0%
Holding current value
$24.4 Million
Previous $21.2 Billion 15.87%
% of portfolio
4.72%
Previous 4.39%

Shares

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

Sep 11, 2024

SELL
$80.62 - $93.34 $673,177 - $779,389
-8,350 Reduced 3.41%
236,700 $21.2 Billion
Q1 2024

Sep 11, 2024

SELL
$69.45 - $87.54 $819,510 - $1.03 Million
-11,800 Reduced 4.59%
245,050 $21.5 Billion
Q3 2023

Sep 11, 2024

SELL
$67.35 - $74.2 $673,500 - $742,000
-10,000 Reduced 3.75%
256,850 $17.9 Billion
Q2 2023

Sep 11, 2024

SELL
$57.65 - $68.84 $661,360 - $789,732
-11,472 Reduced 4.12%
266,850 $18.4 Billion
Q4 2022

Sep 11, 2024

SELL
$55.05 - $63.71 $65,179 - $75,432
-1,184 Reduced 0.42%
278,322 $15.9 Billion
Q3 2022

Sep 11, 2024

BUY
$58.3 - $68.14 $69,027 - $80,677
1,184 Added 0.43%
279,506 $16.9 Billion
Q2 2022

Sep 11, 2024

SELL
$53.28 - $73.4 $1.6 Million - $2.2 Million
-30,000 Reduced 9.73%
278,322 $16.2 Billion
Q1 2022

Sep 11, 2024

SELL
$61.13 - $72.71 $4.28 Million - $5.09 Million
-70,000 Reduced 18.5%
308,322 $22.3 Billion
Q4 2021

Sep 10, 2024

SELL
$57.18 - $70.28 $914,880 - $1.12 Million
-16,000 Reduced 4.06%
378,322 $26.6 Billion
Q3 2021

Sep 10, 2024

SELL
$52.31 - $58.94 $114,768 - $129,314
-2,194 Reduced 0.55%
394,322 $21.9 Billion
Q1 2021

Sep 10, 2024

SELL
$42.96 - $48.02 $150,360 - $168,070
-3,500 Reduced 0.87%
396,516 $18.1 Billion
Q4 2019

Sep 09, 2024

BUY
$35.12 - $40.25 $14 Million - $16.1 Million
400,016 New
400,016 $15.8 Billion

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 Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, 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 Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.