Geo Wealth Management, LLC Brown & Brown, Inc. Transaction History

Geo Wealth Management, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$104.48 - $124.43 $50,463 - $60,099	483 Added 40.05%	1,689 $187,000
Q1 2025 May 09, 2025	SELL	$100.54 - $124.4 $90,184 - $111,586	-897 Reduced 42.65%	1,206 $150,000
Q4 2024 Feb 13, 2025	BUY	$100.93 - $113.42 $1,110 - $1,247	11 Added 0.53%	2,103 $214,000
Q3 2024 Nov 12, 2024	SELL	$89.11 - $105.82 $6,326 - $7,513	-71 Reduced 3.28%	2,092 $216,000
Q2 2024 Aug 12, 2024	BUY	$80.62 - $93.34 $35,472 - $41,069	440 Added 25.54%	2,163 $193,000

Q1 2024 May 15, 2024	SELL	$69.45 - $87.54 $119,662 - $150,831	-1,723 Closed	0 $0
Q1 2024 May 15, 2024	BUY	$69.45 - $87.54 $63,824 - $80,449	919 Added 114.3%	1,723 $150,000
Q4 2023 Feb 13, 2024	BUY	$66.78 - $75.77 $13,022 - $14,775	195 Added 32.02%	804 $57,000
Q3 2023 Nov 13, 2023	SELL	$67.35 - $74.2 $573,754 - $632,109	-8,519 Reduced 93.33%	609 $42,000
Q2 2023 Aug 10, 2023	BUY	$57.65 - $68.84 $526,229 - $628,371	9,128 New	9,128 $628,000

978

255M

168K

65.5K

Ticker BRO
Exchange NYSE
Sector Financial Services
Industry Insurance Brokers
Shares Outstandng 282,454,016
Market Cap $22.8B
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...

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