Marks Group Wealth Management, Inc Brown & Brown, Inc. Transaction History

Marks Group Wealth Management, Inc

  • $967 Million
  • Q4 2024

A detailed history of Marks Group Wealth Management, Inc transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 91,502 shares of BRO stock, worth $10.7 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
91,502
Previous 95,392 4.08%
Holding current value
$10.7 Million
Previous $9.88 Million 5.54%
% of portfolio
0.97%
Previous 0.99%

Shares

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

Jan 29, 2025
SELL
$100.93 - $113.42 $392,617 - $441,203
-3,890 Reduced 4.08%
91,502 $9.34 Million
Q3 2024

Oct 30, 2024
SELL
$89.11 - $105.82 $404,292 - $480,105
-4,537 Reduced 4.54%
95,392 $9.88 Million
Q2 2024

Aug 14, 2024
SELL
$80.62 - $93.34 $695,186 - $804,870
-8,623 Reduced 7.94%
99,929 $8.93 Million
Q1 2024

Apr 29, 2024
SELL
$69.45 - $87.54 $97,577 - $122,993
-1,405 Reduced 1.28%
108,552 $9.5 Million
Q4 2023

Feb 01, 2024
SELL
$66.78 - $75.77 $90,687 - $102,895
-1,358 Reduced 1.22%
109,957 $7.82 Million
Q3 2023

Oct 30, 2023
SELL
$67.35 - $74.2 $94,828 - $104,473
-1,408 Reduced 1.25%
111,315 $7.77 Million
Q2 2023

Jul 19, 2023
BUY
$57.65 - $68.84 $53,672 - $64,090
931 Added 0.83%
112,723 $7.76 Million
Q1 2023

May 03, 2023
BUY
$53.43 - $61.96 $123,102 - $142,755
2,304 Added 2.1%
111,792 $6.42 Million
Q4 2022

Feb 06, 2023
BUY
$55.05 - $63.71 $83,235 - $96,329
1,512 Added 1.4%
109,488 $6.24 Million
Q3 2022

Nov 10, 2022
BUY
$58.3 - $68.14 $106,047 - $123,946
1,819 Added 1.71%
107,976 $6.53 Million
Q2 2022

Aug 09, 2022
BUY
$53.28 - $73.4 $112,953 - $155,608
2,120 Added 2.04%
106,157 $6.19 Million
Q1 2022

May 10, 2022
BUY
$61.13 - $72.71 $359,077 - $427,098
5,874 Added 5.98%
104,037 $7.52 Million
Q4 2021

Feb 14, 2022
SELL
$57.18 - $70.28 $575,802 - $707,719
-10,070 Reduced 9.3%
98,163 $4.53 Million
Q3 2021

Nov 15, 2021
SELL
$52.31 - $58.94 $55,448 - $62,476
-1,060 Reduced 0.97%
108,233 $6 Million
Q2 2021

Aug 10, 2021
SELL
$46.52 - $53.69 $193,941 - $223,833
-4,169 Reduced 3.67%
109,293 $5.81 Million
Q1 2021

May 17, 2021
BUY
$42.96 - $48.02 $270,519 - $302,381
6,297 Added 5.88%
113,462 $5.18 Million
Q4 2020

Feb 08, 2021
BUY
$43.46 - $48.31 $7,822 - $8,695
180 Added 0.17%
107,165 $5.08 Million
Q3 2020

Nov 10, 2020
BUY
$40.64 - $47.18 $27,716 - $32,176
682 Added 0.64%
106,985 $4.84 Million
Q2 2020

Aug 10, 2020
SELL
$33.41 - $43.05 $26,193 - $33,751
-784 Reduced 0.73%
106,303 $4.34 Million
Q1 2020

Apr 23, 2020
SELL
$31.66 - $48.51 $852,350 - $1.31 Million
-26,922 Reduced 20.09%
107,087 $3.88 Million
Q4 2019

Feb 12, 2020
BUY
$35.12 - $40.25 $4.71 Million - $5.39 Million
134,009 New
134,009 $5.29 Million

Others Institutions Holding BRO

# of Institutions
902
Shares Held
216M
Call Options Held
206K
Put Options Held
16K
View Full List

About BROWN & BROWN, INC.

BRO Quotes by TradingView
  • Ticker BRO
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance Brokers
  • Shares Outstandng 282,454,016
  • Market Cap $32.9B
  • 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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