A detailed history of Capital Directions Investment Advisors, LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Capital Directions Investment Advisors, LLC holds 12,750 shares of BRO stock, worth $1.43 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
12,750
Previous 0 Infinity%
Holding current value
$1.43 Million
Previous $386,000 88.08%
% of portfolio
0.27%
Previous 0.15%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 01, 2023

BUY
$55.05 - $63.71 $701,887 - $812,302
12,750 New
12,750 $726,000
Q3 2022

Nov 02, 2022

SELL
$58.3 - $68.14 $371,662 - $434,392
-6,375 Closed
0 $386,000
Q1 2022

May 16, 2022

BUY
$61.13 - $72.71 $4,462 - $5,307
73 Added 1.16%
6,375 $461,000
Q2 2021

Aug 13, 2021

BUY
$46.52 - $53.69 $293,169 - $338,354
6,302 New
6,302 $335,000
Q1 2021

May 17, 2021

SELL
$42.96 - $48.02 $270,733 - $302,622
-6,302 Closed
0 $0
Q4 2020

Feb 10, 2021

SELL
$43.46 - $48.31 $16,862 - $18,744
-388 Reduced 5.8%
6,302 $299,000
Q3 2020

Nov 12, 2020

BUY
$40.64 - $47.18 $271,881 - $315,634
6,690 New
6,690 $303,000
Q2 2020

Aug 13, 2020

SELL
$33.41 - $43.05 $223,512 - $288,004
-6,690 Closed
0 $0
Q3 2019

Nov 14, 2019

BUY
$34.02 - $36.89 $227,593 - $246,794
6,690 New
6,690 $241,000

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 $31.6B
  • 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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