A detailed history of United Capital Financial Advisers, LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 3,100 shares of BRO stock, worth $328,600. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,100
Previous 2,965 4.55%
Holding current value
$328,600
Previous $265,000 21.13%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024

BUY
$89.11 - $105.82 $12,029 - $14,285
135 Added 4.55%
3,100 $321,000
Q2 2024

Aug 14, 2024

SELL
$80.62 - $93.34 $31,844 - $36,869
-395 Reduced 11.76%
2,965 $265,000
Q1 2024

May 15, 2024

BUY
$69.45 - $87.54 $2,083 - $2,626
30 Added 0.9%
3,360 $294,000
Q4 2023

Feb 14, 2024

BUY
$66.78 - $75.77 $222,377 - $252,314
3,330 New
3,330 $236,000

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 $29.9B
  • 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
Track This Portfolio

Track United Capital Financial Advisers, LLC Portfolio

Follow United Capital Financial Advisers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.