A detailed history of Creative Planning transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Creative Planning holds 29,892 shares of BRO stock, worth $3.1 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
29,892
Previous 29,780 0.38%
Holding current value
$3.1 Million
Previous $2.66 Million 16.3%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 11, 2024

BUY
$89.11 - $105.82 $9,980 - $11,851
112 Added 0.38%
29,892 $3.1 Million
Q2 2024

Aug 15, 2024

BUY
$80.62 - $93.34 $986,466 - $1.14 Million
12,236 Added 69.74%
29,780 $2.66 Million
Q1 2024

May 10, 2024

BUY
$69.45 - $87.54 $243,769 - $307,265
3,510 Added 25.01%
17,544 $1.54 Million
Q4 2023

Feb 14, 2024

BUY
$66.78 - $75.77 $350,795 - $398,019
5,253 Added 59.82%
14,034 $997,000
Q3 2023

Nov 16, 2023

SELL
$67.35 - $74.2 $59,335 - $65,370
-881 Reduced 9.12%
8,781 $613,000
Q2 2023

Jul 21, 2023

SELL
$57.65 - $68.84 $21,849 - $26,090
-379 Reduced 3.77%
9,662 $665,000
Q1 2023

May 15, 2023

SELL
$53.43 - $61.96 $276,874 - $321,076
-5,182 Reduced 34.04%
10,041 $576,000
Q4 2022

Feb 10, 2023

BUY
$55.05 - $63.71 $81,639 - $94,481
1,483 Added 10.79%
15,223 $867,000
Q3 2022

Nov 03, 2022

BUY
$58.3 - $68.14 $42,792 - $50,014
734 Added 5.64%
13,740 $831,000
Q2 2022

Aug 15, 2022

BUY
$53.28 - $73.4 $319,626 - $440,326
5,999 Added 85.61%
13,006 $759,000
Q1 2022

May 16, 2022

BUY
$61.13 - $72.71 $121,709 - $144,765
1,991 Added 39.69%
7,007 $506,000
Q4 2021

Feb 11, 2022

SELL
$57.18 - $70.28 $3,487 - $4,287
-61 Reduced 1.2%
5,016 $353,000
Q3 2021

Nov 10, 2021

BUY
$52.31 - $58.94 $52 - $58
1 Added 0.02%
5,077 $282,000
Q2 2021

Aug 04, 2021

SELL
$46.52 - $53.69 $28,563 - $32,965
-614 Reduced 10.79%
5,076 $270,000
Q1 2021

Apr 30, 2021

SELL
$42.96 - $48.02 $50,821 - $56,807
-1,183 Reduced 17.21%
5,690 $260,000
Q4 2020

Jan 29, 2021

BUY
$43.46 - $48.31 $15,515 - $17,246
357 Added 5.48%
6,873 $326,000
Q3 2020

Nov 05, 2020

SELL
$40.64 - $47.18 $8,453 - $9,813
-208 Reduced 3.09%
6,516 $295,000
Q2 2020

Jul 23, 2020

BUY
$33.41 - $43.05 $19,745 - $25,442
591 Added 9.64%
6,724 $274,000
Q1 2020

May 05, 2020

BUY
$31.66 - $48.51 $12,790 - $19,598
404 Added 7.05%
6,133 $222,000
Q4 2019

Jan 30, 2020

BUY
$35.12 - $40.25 $3,336 - $3,823
95 Added 1.69%
5,729 $226,000
Q3 2019

Nov 01, 2019

BUY
$34.02 - $36.89 $191,668 - $207,838
5,634 New
5,634 $203,000

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 $29.3B
  • 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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