Diversified Trust CO Brown & Brown, Inc. Transaction History

Diversified Trust CO

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	SELL	$69.45 - $87.54 $122,579 - $154,508	-1,765 Reduced 40.55%	2,588 $226,000
Q4 2023 Jan 08, 2024	BUY	$66.78 - $75.77 $5,609 - $6,364	84 Added 1.97%	4,353 $309,000
Q3 2023 Nov 17, 2023	SELL	$67.35 - $74.2 $1,347 - $1,484	-20 Reduced 0.47%	4,269 $298,000
Q2 2023 Jul 18, 2023	SELL	$57.65 - $68.84 $171,912 - $205,280	-2,982 Reduced 41.01%	4,289 $295,000
Q1 2023 Apr 07, 2023	BUY	$53.43 - $61.96 $103,761 - $120,326	1,942 Added 36.44%	7,271 $417,000
Q4 2022 Jan 17, 2023	BUY	$55.05 - $63.71 $49,985 - $57,848	908 Added 20.54%	5,329 $304,000
Q3 2022 Oct 14, 2022	SELL	$58.3 - $68.14 $40,518 - $47,357	-695 Reduced 13.58%	4,421 $267,000
Q2 2022 Jul 12, 2022	BUY	$53.28 - $73.4 $98,674 - $135,936	1,852 Added 56.74%	5,116 $298,000
Q1 2022 Apr 07, 2022	SELL	$61.13 - $72.71 $118,286 - $140,693	-1,935 Reduced 37.22%	3,264 $236,000
Q4 2021 Jan 13, 2022	BUY	$57.18 - $70.28 $297,278 - $365,385	5,199 New	5,199 $365,000
Q2 2021 Jul 20, 2021	SELL	$46.52 - $53.69 $427,239 - $493,088	-9,184 Closed	0 $0
Q1 2021 May 10, 2021	BUY	$42.96 - $48.02 $394,544 - $441,015	9,184 New	9,184 $420,000

847

194M

230K

11.1K

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...

Get notified when there are updates to the investment portfolio of Diversified Trust CO, based on Form 13F filings with the SEC.

Stay updated on Diversified Trust CO with notifications on news.