Phillips Financial Management, LLC Brown & Brown, Inc. Transaction History
Phillips Financial Management, LLC
- $1.46 Billion
- Q4 2025
A detailed history of Phillips Financial Management, LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Phillips Financial Management, LLC holds 5,060 shares of BRO stock, worth $408,342. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,060
Previous 5,067
0.14%
Holding current value
$408,342
Previous $475,000
14.11%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding BRO
# of Institutions
966Shares Held
256MCall Options Held
168KPut Options Held
65.5K-
Vanguard Group Inc Valley Forge, PA37.6MShares$3.04 Billion0.05% of portfolio
-
Capital World Investors Los Angeles, CA17.5MShares$1.41 Billion0.23% of portfolio
-
Black Rock Inc. New York, NY16.7MShares$1.35 Billion0.03% of portfolio
-
Principal Financial Group Inc Des Moines, IA15.4MShares$1.24 Billion0.79% of portfolio
-
State Street Corp Boston, MA13.1MShares$1.06 Billion0.04% of portfolio
About BROWN & BROWN, INC.
- 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...