A detailed history of Golden State Equity Partners transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Golden State Equity Partners holds 7,876 shares of BRO stock, worth $904,086. This represents 0.16% of its overall portfolio holdings.

Number of Shares
7,876
Previous 9,186 14.26%
Holding current value
$904,086
Previous $951,000 15.56%
% of portfolio
0.16%
Previous 0.52%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025

SELL
$100.93 - $113.42 $132,218 - $148,580
-1,310 Reduced 14.26%
7,876 $803,000
Q3 2024

Oct 29, 2024

BUY
$89.11 - $105.82 $246,834 - $293,121
2,770 Added 43.17%
9,186 $951,000
Q3 2024

Oct 25, 2024

SELL
$89.11 - $105.82 $445,371 - $528,888
-4,998 Reduced 43.79%
6,416 $664,000
Q2 2024

Jul 29, 2024

BUY
$80.62 - $93.34 $543,781 - $629,578
6,745 Added 144.46%
11,414 $1.02 Million
Q4 2023

Feb 02, 2024

BUY
$66.78 - $75.77 $65,577 - $74,406
982 Added 26.63%
4,669 $332,000
Q3 2023

Oct 20, 2023

BUY
$67.35 - $74.2 $248,319 - $273,575
3,687 New
3,687 $257,000

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 $32.4B
  • 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 Golden State Equity Partners Portfolio

Follow Golden State Equity Partners 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 Golden State Equity Partners, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Equity Partners with notifications on news.