A detailed history of Buckingham Strategic Wealth, LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 3,998 shares of BRO stock, worth $403,518. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,998
Previous 3,968 0.76%
Holding current value
$403,518
Previous $347,000 2.88%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 12, 2024

BUY
$80.62 - $93.34 $2,418 - $2,800
30 Added 0.76%
3,998 $357,000
Q1 2024

May 09, 2024

BUY
$69.45 - $87.54 $8,681 - $10,942
125 Added 3.25%
3,968 $347,000
Q4 2023

Feb 14, 2024

SELL
$66.78 - $75.77 $64,843 - $73,572
-971 Reduced 20.17%
3,843 $273,000
Q3 2023

Nov 13, 2023

SELL
$67.35 - $74.2 $17,578 - $19,366
-261 Reduced 5.14%
4,814 $336,000
Q2 2023

Aug 11, 2023

BUY
$57.65 - $68.84 $26,576 - $31,735
461 Added 9.99%
5,075 $349,000
Q3 2022

Nov 07, 2022

SELL
$58.3 - $68.14 $13,700 - $16,012
-235 Reduced 4.85%
4,614 $279,000
Q2 2022

Aug 12, 2022

BUY
$53.28 - $73.4 $9,696 - $13,358
182 Added 3.9%
4,849 $283,000
Q1 2022

May 10, 2022

SELL
$61.13 - $72.71 $1,895 - $2,254
-31 Reduced 0.66%
4,667 $337,000
Q4 2021

Feb 09, 2022

BUY
$57.18 - $70.28 $2,344 - $2,881
41 Added 0.88%
4,698 $330,000
Q4 2020

Feb 16, 2021

BUY
$43.46 - $48.31 $202,393 - $224,979
4,657 New
4,657 $221,000

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 $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
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