Kestra Private Wealth Services, LLC Brown & Brown, Inc. Transaction History

Kestra Private Wealth Services, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$104.48 - $124.43 $484,055 - $576,484	-4,633 Reduced 67.42%	2,239 $248,000
Q1 2025 May 05, 2025	BUY	$100.54 - $124.4 $39,110 - $48,391	389 Added 6.0%	6,872 $854,000
Q4 2024 Jan 28, 2025	BUY	$100.93 - $113.42 $40,977 - $46,048	406 Added 6.68%	6,483 $661,000
Q3 2024 Nov 13, 2024	BUY	$89.11 - $105.82 $11,049 - $13,121	124 Added 2.08%	6,077 $629,000
Q2 2024 Aug 12, 2024	BUY	$80.62 - $93.34 $479,930 - $555,653	5,953 New	5,953 $532,000

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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