A detailed history of Charles Schwab Investment Management Inc transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 1,297,720 shares of BRO stock, worth $133 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,297,720
Previous 1,267,842 2.36%
Holding current value
$133 Million
Previous $111 Million 4.54%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Aug 12, 2024

BUY
$80.62 - $93.34 $2.41 Million - $2.79 Million
29,878 Added 2.36%
1,297,720 $116 Million
Q1 2024

May 08, 2024

BUY
$69.45 - $87.54 $1.38 Million - $1.74 Million
19,871 Added 1.59%
1,267,842 $111 Million
Q4 2023

Feb 06, 2024

BUY
$66.78 - $75.77 $1.74 Million - $1.98 Million
26,075 Added 2.13%
1,247,971 $88.7 Million
Q3 2023

Nov 08, 2023

BUY
$67.35 - $74.2 $1.08 Million - $1.2 Million
16,109 Added 1.34%
1,221,896 $85.3 Million
Q2 2023

Aug 09, 2023

BUY
$57.65 - $68.84 $176,985 - $211,338
3,070 Added 0.26%
1,205,787 $83 Million
Q1 2023

May 11, 2023

BUY
$53.43 - $61.96 $645,861 - $748,972
12,088 Added 1.02%
1,202,717 $69.1 Million
Q4 2022

Feb 13, 2023

BUY
$55.05 - $63.71 $1.83 Million - $2.12 Million
33,207 Added 2.87%
1,190,629 $67.8 Million
Q3 2022

Nov 14, 2022

SELL
$58.3 - $68.14 $32 Million - $37.3 Million
-548,036 Reduced 32.13%
1,157,422 $70 Million
Q2 2022

Aug 15, 2022

BUY
$53.28 - $73.4 $1.15 Million - $1.59 Million
21,609 Added 1.28%
1,705,458 $99.5 Million
Q1 2022

May 13, 2022

BUY
$61.13 - $72.71 $2.62 Million - $3.12 Million
42,899 Added 2.61%
1,683,849 $122 Million
Q4 2021

Feb 11, 2022

BUY
$57.18 - $70.28 $2.72 Million - $3.34 Million
47,493 Added 2.98%
1,640,950 $115 Million
Q3 2021

Nov 16, 2021

BUY
$52.31 - $58.94 $23 Million - $26 Million
440,592 Added 38.22%
1,593,457 $88.4 Million
Q2 2021

Aug 16, 2021

BUY
$46.52 - $53.69 $1.2 Million - $1.39 Million
25,897 Added 2.3%
1,152,865 $61.3 Million
Q1 2021

May 17, 2021

SELL
$42.96 - $48.02 $7.76 Million - $8.67 Million
-180,576 Reduced 13.81%
1,126,968 $51.5 Million
Q4 2020

Feb 16, 2021

BUY
$43.46 - $48.31 $702,748 - $781,172
16,170 Added 1.25%
1,307,544 $62 Million
Q3 2020

Nov 13, 2020

SELL
$40.64 - $47.18 $3.35 Million - $3.89 Million
-82,370 Reduced 6.0%
1,291,374 $58.5 Million
Q2 2020

Aug 14, 2020

SELL
$33.41 - $43.05 $2.55 Million - $3.28 Million
-76,228 Reduced 5.26%
1,373,744 $56 Million
Q1 2020

May 15, 2020

BUY
$31.66 - $48.51 $920,071 - $1.41 Million
29,061 Added 2.05%
1,449,972 $52.5 Million
Q4 2019

Feb 07, 2020

BUY
$35.12 - $40.25 $577,864 - $662,273
16,454 Added 1.17%
1,420,911 $56.1 Million
Q3 2019

Nov 08, 2019

BUY
$34.02 - $36.89 $614,979 - $666,860
18,077 Added 1.3%
1,404,457 $50.6 Million
Q2 2019

Aug 09, 2019

BUY
$29.66 - $33.5 $593,229 - $670,033
20,001 Added 1.46%
1,386,380 $46.4 Million
Q1 2019

May 14, 2019

BUY
$26.73 - $29.87 $2.93 Million - $3.28 Million
109,680 Added 8.73%
1,366,379 $40.3 Million
Q4 2018

Feb 14, 2019

BUY
$26.07 - $29.63 $741,873 - $843,180
28,457 Added 2.32%
1,256,699 $34.6 Million
Q3 2018

Nov 13, 2018

BUY
$27.71 - $31.34 $2.26 Million - $2.55 Million
81,388 Added 7.1%
1,228,242 $36.3 Million
Q2 2018

Aug 08, 2018

BUY
$24.84 - $28.59 $1.42 Million - $1.63 Million
57,184 Added 5.25%
1,146,854 $31.8 Million
Q1 2018

May 07, 2018

BUY
$24.97 - $26.89 $14.2 Million - $15.3 Million
570,404 Added 109.85%
1,089,670 $27.7 Million
Q4 2017

Jan 17, 2018

BUY
$24.19 - $25.96 $446,136 - $478,780
18,443 Added 3.68%
519,266 $26.7 Million
Q3 2017

Nov 13, 2017

BUY
$21.68 - $24.43 $10.9 Million - $12.2 Million
500,823
500,823 $24.1 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 $29B
  • 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 Charles Schwab Investment Management Inc Portfolio

Follow Charles Schwab Investment Management 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 Charles Schwab Investment Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Charles Schwab Investment Management Inc with notifications on news.