A detailed history of Wealth Plan Partners, LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 51,654 shares of BRO stock, worth $5.32 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
51,654
Previous 58,537 11.76%
Holding current value
$5.32 Million
Previous $5.23 Billion 2.25%
% of portfolio
0.72%
Previous 0.56%

Shares

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

Nov 05, 2024

SELL
$89.11 - $105.82 $613,344 - $728,359
-6,883 Reduced 11.76%
51,654 $5.35 Billion
Q2 2024

Aug 09, 2024

SELL
$80.62 - $93.34 $136,005 - $157,464
-1,687 Reduced 2.8%
58,537 $5.23 Billion
Q1 2024

May 07, 2024

BUY
$69.45 - $87.54 $4.18 Million - $5.27 Million
60,224 New
60,224 $5.27 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 Wealth Plan Partners, LLC Portfolio

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

News

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