A detailed history of Bok Financial Private Wealth, Inc. transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Bok Financial Private Wealth, Inc. holds 20,762 shares of BRO stock, worth $2.1 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
20,762
Previous 24,054 13.69%
Holding current value
$2.1 Million
Previous $2.15 Million -0.0%
% of portfolio
0.16%
Previous 0.16%

Shares

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

Nov 12, 2024

SELL
$89.11 - $105.82 $293,350 - $348,359
-3,292 Reduced 13.69%
20,762 $2.15 Million
Q2 2024

Aug 14, 2024

SELL
$80.62 - $93.34 $16,688 - $19,321
-207 Reduced 0.85%
24,054 $2.15 Million
Q1 2024

Apr 30, 2024

SELL
$69.45 - $87.54 $135,844 - $171,228
-1,956 Reduced 7.46%
24,261 $2.12 Million
Q4 2023

Jan 30, 2024

SELL
$66.78 - $75.77 $156,799 - $177,907
-2,348 Reduced 8.22%
26,217 $1.86 Million
Q3 2023

Oct 13, 2023

SELL
$67.35 - $74.2 $320,922 - $353,563
-4,765 Reduced 14.3%
28,565 $1.99 Million
Q2 2023

Aug 08, 2023

SELL
$57.65 - $68.84 $377,780 - $451,108
-6,553 Reduced 16.43%
33,330 $2.29 Million
Q1 2023

Apr 21, 2023

BUY
$53.43 - $61.96 $3,846 - $4,461
72 Added 0.18%
39,883 $2.29 Million
Q4 2022

Feb 02, 2023

BUY
$55.05 - $63.71 $29,892 - $34,594
543 Added 1.38%
39,811 $2.27 Million
Q3 2022

Nov 07, 2022

BUY
$58.3 - $68.14 $2.29 Million - $2.68 Million
39,268 New
39,268 $2.38 Million
Q2 2022

Aug 15, 2022

BUY
$53.28 - $73.4 $75,124 - $103,494
1,410 Added 3.74%
39,111 $2.28 Million
Q1 2022

May 09, 2022

BUY
$61.13 - $72.71 $362,562 - $431,243
5,931 Added 18.67%
37,701 $2.73 Million
Q4 2021

Feb 15, 2022

SELL
$57.18 - $70.28 $20,241 - $24,879
-354 Reduced 1.1%
31,770 $2.23 Million
Q3 2021

Nov 15, 2021

BUY
$52.31 - $58.94 $1.68 Million - $1.89 Million
32,124 New
32,124 $1.78 Million
Q3 2021

Nov 09, 2021

SELL
$52.31 - $58.94 $1.7 Million - $1.92 Million
-32,523 Closed
0 $0
Q2 2021

Aug 03, 2021

BUY
$46.52 - $53.69 $23,399 - $27,006
503 Added 1.57%
32,523 $1.73 Million
Q1 2021

May 12, 2021

SELL
$42.96 - $48.02 $27,623 - $30,876
-643 Reduced 1.97%
32,020 $1.46 Million
Q4 2020

Feb 01, 2021

SELL
$43.46 - $48.31 $62,669 - $69,663
-1,442 Reduced 4.23%
32,663 $1.55 Million
Q3 2020

Nov 06, 2020

SELL
$40.64 - $47.18 $38,079 - $44,207
-937 Reduced 2.67%
34,105 $1.54 Million
Q2 2020

Aug 13, 2020

BUY
$33.41 - $43.05 $1.17 Million - $1.51 Million
35,042 New
35,042 $1.43 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 $28.5B
  • 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
Track This Portfolio

Track Bok Financial Private Wealth, Inc. Portfolio

Follow Bok Financial Private Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bok Financial Private Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bok Financial Private Wealth, Inc. with notifications on news.