A detailed history of Bar Harbor Wealth Management transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Bar Harbor Wealth Management holds 160,455 shares of BRO stock, worth $16.5 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
160,455
Previous 161,953 0.92%
Holding current value
$16.5 Million
Previous $14.5 Million 14.8%
% of portfolio
1.07%
Previous 0.98%

Shares

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

Oct 16, 2024

SELL
$89.11 - $105.82 $133,486 - $158,518
-1,498 Reduced 0.92%
160,455 $16.6 Million
Q2 2024

Jul 17, 2024

SELL
$80.62 - $93.34 $132,458 - $153,357
-1,643 Reduced 1.0%
161,953 $14.5 Million
Q1 2024

Apr 23, 2024

BUY
$69.45 - $87.54 $14,653 - $18,470
211 Added 0.13%
163,596 $14.3 Million
Q4 2023

Jan 17, 2024

BUY
$66.78 - $75.77 $4,006 - $4,546
60 Added 0.04%
163,385 $11.6 Million
Q3 2023

Nov 28, 2023

BUY
$67.35 - $74.2 $131,399 - $144,764
1,951 Added 1.21%
163,325 $11.4 Million
Q2 2023

Aug 09, 2023

SELL
$57.65 - $68.84 $7,321 - $8,742
-127 Reduced 0.08%
161,374 $11.1 Million
Q1 2023

Apr 24, 2023

BUY
$53.43 - $61.96 $127,430 - $147,774
2,385 Added 1.5%
161,501 $9.27 Million
Q4 2022

Jun 09, 2023

SELL
$55.05 - $63.71 $131,294 - $151,948
-2,385 Reduced 1.48%
159,116 $9.06 Million
Q4 2022

Jan 19, 2023

BUY
$55.05 - $63.71 $391,130 - $452,659
7,105 Added 4.67%
159,116 $9.07 Million
Q3 2022

Oct 24, 2022

BUY
$58.3 - $68.14 $22,911 - $26,779
393 Added 0.26%
152,011 $9.19 Million
Q2 2022

Aug 12, 2022

BUY
$53.28 - $73.4 $8.08 Million - $11.1 Million
151,618 New
151,618 $8.85 Million

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 $29.1B
  • 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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