Wealth Plan Investment Management, LLC Brown & Brown, Inc. Transaction History
Wealth Plan Investment Management, LLC
- $923 Million
- Q3 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 109,324 shares of BRO stock, worth $11.4 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
109,324
Previous 103,615
5.51%
Holding current value
$11.4 Million
Previous $9.26 Million
22.25%
% of portfolio
1.23%
Previous 1.51%
Shares
3 transactions
Others Institutions Holding BRO
# of Institutions
847Shares Held
194MCall Options Held
230KPut Options Held
11.1K-
Vanguard Group Inc Valley Forge, PA28.6MShares$2.97 Billion0.05% of portfolio
-
Black Rock Inc. New York, NY16.7MShares$1.73 Billion0.03% of portfolio
-
State Street Corp Boston, MA10.9MShares$1.13 Billion0.05% of portfolio
-
Select Equity Group, L.P. New York, NY9.57MShares$994 Million3.98% of portfolio
-
Morgan Stanley New York, NY8.46MShares$878 Million0.06% of portfolio
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...