Xcel Wealth Management, LLC Brown & Brown, Inc. Transaction History
Xcel Wealth Management, LLC
- $338 Million
- Q3 2024
A detailed history of Xcel Wealth Management, LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 6,284 shares of BRO stock, worth $691,554. This represents 0.19% of its overall portfolio holdings.
Number of Shares
6,284
Previous 6,284
-0.0%
Holding current value
$691,554
Previous $561,000
16.04%
% of portfolio
0.19%
Previous 0.18%
Shares
10 transactions
Others Institutions Holding BRO
# of Institutions
847Shares Held
207MCall Options Held
230KPut Options Held
11.1K-
Vanguard Group Inc Valley Forge, PA28.6MShares$3.15 Billion0.05% of portfolio
-
Black Rock Inc. New York, NY16.7MShares$1.83 Billion0.03% of portfolio
-
Principal Financial Group Inc Des Moines, IA12.8MShares$1.41 Billion0.77% of portfolio
-
State Street Corp Boston, MA10.9MShares$1.2 Billion0.05% of portfolio
-
Select Equity Group, L.P. New York, NY9.57MShares$1.05 Billion3.98% of portfolio
About BROWN & BROWN, INC.
- Ticker BRO
- Exchange NYSE
- Sector Financial Services
- Industry Insurance Brokers
- Shares Outstandng 282,454,016
- Market Cap $31.1B
- 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...