A detailed history of Wr Wealth Planners, LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 161 shares of BRO stock, worth $17,766. This represents 0.0% of its overall portfolio holdings.

Number of Shares
161
Previous 151 6.62%
Holding current value
$17,766
Previous $13,000 23.08%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 17, 2024

BUY
$89.11 - $105.82 $891 - $1,058
10 Added 6.62%
161 $16,000
Q1 2024

Jul 31, 2024

BUY
$69.45 - $87.54 $10,486 - $13,218
151 New
151 $13,000
Q2 2023

Aug 01, 2024

BUY
$57.65 - $68.84 $345 - $413
6 Added 3.97%
157 $10.8 Million
Q1 2023

Aug 01, 2024

BUY
$53.43 - $61.96 $1,228 - $1,425
23 Added 15.23%
174 $9.99 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 $31.2B
  • 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 Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, 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 Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.