A detailed history of Kingsview Wealth Management, LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 5,267 shares of BRO stock, worth $546,977. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,267
Previous 5,199 1.31%
Holding current value
$546,977
Previous $464,000 17.46%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

BUY
$89.11 - $105.82 $6,059 - $7,195
68 Added 1.31%
5,267 $545,000
Q2 2024

Aug 14, 2024

SELL
$80.62 - $93.34 $4,192 - $4,853
-52 Reduced 0.99%
5,199 $464,000
Q1 2024

May 09, 2024

BUY
$69.45 - $87.54 $152,720 - $192,500
2,199 Added 72.05%
5,251 $459,000
Q4 2023

Feb 08, 2024

SELL
$66.78 - $75.77 $2,203 - $2,500
-33 Reduced 1.07%
3,052 $217,000
Q3 2023

Nov 07, 2023

BUY
$67.35 - $74.2 $207,774 - $228,907
3,085 New
3,085 $215,000
Q2 2022

Aug 16, 2022

SELL
$53.28 - $73.4 $159,147 - $219,245
-2,987 Closed
0 $0
Q1 2022

Feb 08, 2024

BUY
$61.13 - $72.71 $1,772 - $2,108
29 Added 0.95%
3,081 $222,000
Q4 2021

Feb 17, 2022

BUY
$57.18 - $70.28 $170,796 - $209,926
2,987 New
2,987 $210,000
Q1 2021

May 24, 2021

SELL
$42.96 - $48.02 $241,349 - $269,776
-5,618 Closed
0 $0
Q4 2020

Feb 16, 2021

SELL
$43.46 - $48.31 $18,644 - $20,724
-429 Reduced 7.09%
5,618 $266,000
Q3 2020

Nov 19, 2020

SELL
$40.64 - $47.18 $616,346 - $715,531
-15,166 Reduced 71.49%
6,047 $274,000
Q2 2020

Aug 14, 2020

BUY
$33.41 - $43.05 $99,361 - $128,030
2,974 Added 16.31%
21,213 $865,000
Q1 2020

May 11, 2020

BUY
$31.66 - $48.51 $577,446 - $884,773
18,239 New
18,239 $661,000

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 $29.3B
  • 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
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