Ae Wealth Management LLC Brown & Brown, Inc. Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

A detailed history of Ae Wealth Management LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Ae Wealth Management LLC holds 19,446 shares of BRO stock, worth $2 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

19,446

Previous 22,272 12.69%

Holding current value

$2 Million

Previous $1.99 Million 1.16%

% of portfolio

0.02%

Previous 0.02%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$89.11 - $105.82 $251,824 - $299,047	-2,826 Reduced 12.69%	19,446 $2.01 Million
Q2 2024 Aug 12, 2024	BUY	$80.62 - $93.34 $1.53 Million - $1.77 Million	18,966 Added 573.68%	22,272 $1.99 Million
Q1 2024 May 15, 2024	SELL	$69.45 - $87.54 $4.1 Million - $5.17 Million	-59,018 Reduced 94.7%	3,306 $289,000
Q4 2023 Feb 14, 2024	SELL	$66.78 - $75.77 $328,223 - $372,409	-4,915 Reduced 7.31%	62,324 $4.43 Million
Q3 2023 Oct 11, 2023	SELL	$67.35 - $74.2 $1,616 - $1,780	-24 Reduced 0.04%	67,239 $4.7 Million
Q2 2023 Jul 10, 2023	BUY	$57.65 - $68.84 $81,517 - $97,339	1,414 Added 2.15%	67,263 $4.63 Million
Q1 2023 Apr 14, 2023	BUY	$53.43 - $61.96 $128,766 - $149,323	2,410 Added 3.8%	65,849 $3.78 Million
Q4 2022 Jan 31, 2023	BUY	$55.05 - $63.71 $158,213 - $183,102	2,874 Added 4.75%	63,439 $3.61 Million
Q3 2022 Oct 25, 2022	SELL	$58.3 - $68.14 $15,274 - $17,852	-262 Reduced 0.43%	60,565 $3.66 Million
Q2 2022 Aug 03, 2022	BUY	$53.28 - $73.4 $10,336 - $14,239	194 Added 0.32%	60,827 $3.55 Million
Q1 2022 Apr 18, 2022	BUY	$61.13 - $72.71 $1,711 - $2,035	28 Added 0.05%	60,633 $4.38 Million
Q4 2021 Jan 20, 2022	BUY	$57.18 - $70.28 $25,273 - $31,063	442 Added 0.73%	60,605 $4.26 Million
Q3 2021 Nov 01, 2021	BUY	$52.31 - $58.94 $18,779 - $21,159	359 Added 0.6%	60,163 $3.34 Million
Q2 2021 Jul 21, 2021	SELL	$46.52 - $53.69 $52,241 - $60,293	-1,123 Reduced 1.84%	59,804 $3.18 Million
Q1 2021 Apr 27, 2021	BUY	$42.96 - $48.02 $24,873 - $27,803	579 Added 0.96%	60,927 $2.79 Million
Q4 2020 Feb 01, 2021	BUY	$43.46 - $48.31 $72,752 - $80,870	1,674 Added 2.85%	60,348 $2.86 Million
Q3 2020 Nov 06, 2020	BUY	$40.64 - $47.18 $35,641 - $41,376	877 Added 1.52%	58,674 $2.66 Million
Q2 2020 Aug 05, 2020	SELL	$33.41 - $43.05 $9,521 - $12,269	-285 Reduced 0.49%	57,797 $2.36 Million
Q1 2020 May 07, 2020	SELL	$31.66 - $48.51 $77,440 - $118,655	-2,446 Reduced 4.04%	58,082 $2.1 Million
Q4 2019 Jan 15, 2020	SELL	$35.12 - $40.25 $32,064 - $36,748	-913 Reduced 1.49%	60,528 $2.39 Million
Q3 2019 Nov 05, 2019	BUY	$34.02 - $36.89 $161,220 - $174,821	4,739 Added 8.36%	61,441 $2.22 Million
Q1 2019 May 14, 2019	BUY	$26.73 - $29.87 $1.52 Million - $1.69 Million	56,702 New	56,702 $1.67 Million

Others Institutions Holding BRO

# of Institutions

847

Shares Held

194M

Call Options Held

230K

Put Options Held

11.1K

View Full List

About BROWN & BROWN, INC.

Ticker BRO
Exchange NYSE
Sector Financial Services
Industry Insurance Brokers
Shares Outstandng 282,454,016
Market Cap $29B
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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Ae Wealth Management LLC Brown & Brown, Inc. Transaction History