A detailed history of True Wealth Design, LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, True Wealth Design, LLC holds 581 shares of BRO stock, worth $46,886. This represents 0.02% of its overall portfolio holdings.

Number of Shares
581
Previous 13 4369.23%
Holding current value
$46,886
Previous $1.44 Million 3678.92%
% of portfolio
0.02%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025

BUY
$90.88 - $108.93 $51,619 - $61,872
568 Added 4369.23%
581 $54.5 Million
Q2 2025

Aug 06, 2025

SELL
$104.48 - $124.43 $208 - $248
-2 Reduced 13.33%
13 $1.44 Million
Q1 2025

May 13, 2025

BUY
$100.54 - $124.4 $1,508 - $1,866
15 New
15 $1.87 Million

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 $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...
More about BRO
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