A detailed history of Schechter Investment Advisors, LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 3,966 shares of BRO stock, worth $419,007. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,966
Previous 3,959 0.18%
Holding current value
$419,007
Previous $346,000 2.31%
% of portfolio
0.04%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$80.62 - $93.34 $564 - $653
7 Added 0.18%
3,966 $354,000
Q1 2024

May 06, 2024

SELL
$69.45 - $87.54 $23,821 - $30,026
-343 Reduced 7.97%
3,959 $346,000
Q4 2023

Jan 17, 2024

SELL
$66.78 - $75.77 $51,687 - $58,645
-774 Reduced 15.25%
4,302 $305,000
Q3 2023

Nov 06, 2023

SELL
$67.35 - $74.2 $20,339 - $22,408
-302 Reduced 5.62%
5,076 $354,000
Q2 2023

Jul 26, 2023

BUY
$57.65 - $68.84 $5,937 - $7,090
103 Added 1.95%
5,378 $370,000
Q1 2023

Apr 28, 2023

BUY
$53.43 - $61.96 $73,305 - $85,009
1,372 Added 35.15%
5,275 $302,000
Q4 2022

Feb 13, 2023

SELL
$55.05 - $63.71 $47,232 - $54,663
-858 Reduced 18.02%
3,903 $222,000
Q3 2022

Nov 04, 2022

BUY
$58.3 - $68.14 $54,452 - $63,642
934 Added 24.41%
4,761 $288,000
Q2 2022

Nov 03, 2022

BUY
$53.28 - $73.4 $203,902 - $280,901
3,827 New
3,827 $224,000
Q1 2022

Nov 18, 2022

SELL
$61.13 - $72.71 $98,480 - $117,135
-1,611 Reduced 33.84%
3,150 $227,000

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 $29.8B
  • 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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