A detailed history of Allworth Financial LP transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Allworth Financial LP holds 657 shares of BRO stock, worth $68,229. This represents 0.0% of its overall portfolio holdings.

Number of Shares
657
Previous 633 3.79%
Holding current value
$68,229
Previous $56,000 21.43%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2024

BUY
$89.11 - $105.82 $2,138 - $2,539
24 Added 3.79%
657 $68,000
Q2 2024

Jul 23, 2024

BUY
$80.62 - $93.34 $483 - $560
6 Added 0.96%
633 $56,000
Q1 2024

Apr 25, 2024

BUY
$69.45 - $87.54 $3,125 - $3,939
45 Added 7.73%
627 $54,000
Q4 2023

Jan 24, 2024

SELL
$66.78 - $75.77 $4,808 - $5,455
-72 Reduced 11.01%
582 $41,000
Q3 2023

Oct 31, 2023

SELL
$67.35 - $74.2 $9,429 - $10,388
-140 Reduced 17.63%
654 $45,000
Q2 2023

Jul 18, 2023

BUY
$57.65 - $68.84 $15,450 - $18,449
268 Added 50.95%
794 $54,000
Q1 2023

Apr 18, 2023

BUY
$53.43 - $61.96 $1,122 - $1,301
21 Added 4.16%
526 $30,000
Q4 2022

Jan 13, 2023

SELL
$55.05 - $63.71 $4,238 - $4,905
-77 Reduced 13.23%
505 $0
Q3 2022

Oct 18, 2022

BUY
$58.3 - $68.14 $3,789 - $4,429
65 Added 12.57%
582 $35,000
Q2 2022

Jul 13, 2022

BUY
$53.28 - $73.4 $26,480 - $36,479
497 Added 2485.0%
517 $30,000
Q1 2022

Apr 22, 2022

BUY
$61.13 - $72.71 $855 - $1,017
14 Added 233.33%
20 $1,000
Q4 2021

Jan 21, 2022

BUY
$57.18 - $70.28 $343 - $421
6 New
6 $0

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 $29.3B
  • 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...
More about BRO
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