Envestnet Asset Management Inc Brown & Brown, Inc. Transaction History

Envestnet Asset Management Inc

$326 Billion
Q2 2025

A detailed history of Envestnet Asset Management Inc transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Envestnet Asset Management Inc holds 741,295 shares of BRO stock, worth $64.8 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

741,295

Previous 801,194 7.48%

Holding current value

$64.8 Million

Previous $99.7 Million 17.54%

% of portfolio

0.03%

Previous 0.03%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	SELL	$104.48 - $124.43 $6.26 Million - $7.45 Million	-59,899 Reduced 7.48%	741,295 $82.2 Million
Q1 2025 Apr 29, 2025	BUY	$100.54 - $124.4 $4.69 Million - $5.8 Million	46,638 Added 6.18%	801,194 $99.7 Million
Q4 2024 Feb 12, 2025	SELL	$100.93 - $113.42 $4.19 Million - $4.71 Million	-41,555 Reduced 5.22%	754,556 $77 Million
Q3 2024 Nov 06, 2024	BUY	$89.11 - $105.82 $5.09 Million - $6.05 Million	57,170 Added 7.74%	796,111 $82.5 Million
Q2 2024 Aug 08, 2024	BUY	$80.62 - $93.34 $15.6 Million - $18.1 Million	194,031 Added 35.61%	738,941 $66.1 Million
Q1 2024 May 13, 2024	BUY	$69.45 - $87.54 $3.56 Million - $4.49 Million	51,255 Added 10.38%	544,910 $47.7 Million
Q4 2023 Feb 13, 2024	BUY	$66.78 - $75.77 $6.51 Million - $7.39 Million	97,514 Added 24.62%	493,655 $35.1 Million
Q3 2023 Nov 13, 2023	BUY	$67.35 - $74.2 $15.8 Million - $17.4 Million	234,853 Added 145.61%	396,141 $27.7 Million
Q2 2023 Aug 04, 2023	BUY	$57.65 - $68.84 $2.27 Million - $2.71 Million	39,343 Added 32.26%	161,288 $11.1 Million
Q1 2023 May 11, 2023	BUY	$53.43 - $61.96 $113,218 - $131,293	2,119 Added 1.77%	121,945 $7 Million
Q4 2022 Feb 07, 2023	SELL	$55.05 - $63.71 $846,779 - $979,987	-15,382 Reduced 11.38%	119,826 $6.83 Million
Q3 2022 Nov 10, 2022	SELL	$58.3 - $68.14 $210,229 - $245,712	-3,606 Reduced 2.6%	135,208 $8.18 Million
Q2 2022 Aug 03, 2022	BUY	$53.28 - $73.4 $345,840 - $476,439	6,491 Added 4.91%	138,814 $8.1 Million
Q1 2022 May 04, 2022	BUY	$61.13 - $72.71 $1.56 Million - $1.85 Million	25,448 Added 23.81%	132,323 $9.56 Million
Q4 2021 Feb 04, 2022	BUY	$57.18 - $70.28 $27,446 - $33,734	480 Added 0.45%	106,875 $7.51 Million
Q3 2021 Oct 07, 2021	BUY	$52.31 - $58.94 $416,387 - $469,162	7,960 Added 8.09%	106,395 $5.9 Million
Q2 2021 Aug 04, 2021	BUY	$46.52 - $53.69 $302,193 - $348,770	6,496 Added 7.07%	98,435 $5.23 Million
Q1 2021 May 04, 2021	BUY	$42.96 - $48.02 $297,712 - $332,778	6,930 Added 8.15%	91,939 $4.2 Million
Q4 2020 Feb 02, 2021	BUY	$43.46 - $48.31 $170,450 - $189,471	3,922 Added 4.84%	85,009 $4.03 Million
Q3 2020 Oct 09, 2020	BUY	$40.64 - $47.18 $229,656 - $266,614	5,651 Added 7.49%	81,087 $3.67 Million
Q2 2020 Jul 08, 2020	BUY	$33.41 - $43.05 $137,214 - $176,806	4,107 Added 5.76%	75,436 $3.08 Million
Q1 2020 Apr 23, 2020	SELL	$31.66 - $48.51 $141,171 - $216,306	-4,459 Reduced 5.88%	71,329 $2.58 Million
Q4 2019 Feb 11, 2020	SELL	$35.12 - $40.25 $132,929 - $152,346	-3,785 Reduced 4.76%	75,788 $2.99 Million
Q3 2019 Oct 17, 2019	BUY	$34.02 - $36.89 $339,417 - $368,051	9,977 Added 14.34%	79,573 $2.87 Million
Q2 2019 Aug 02, 2019	BUY	$29.66 - $33.5 $95,238 - $107,568	3,211 Added 4.84%	69,596 $2.33 Million
Q1 2019 May 10, 2019	BUY	$26.73 - $29.87 $183,100 - $204,609	6,850 Added 11.51%	66,385 $1.96 Million
Q4 2018 Feb 13, 2019	BUY	$26.07 - $29.63 $1.55 Million - $1.76 Million	59,535 New	59,535 $1.64 Million
Q3 2018 Nov 14, 2018	SELL	$27.71 - $31.34 $2.35 Million - $2.66 Million	-84,984 Closed	0 $0
Q2 2018 Aug 10, 2018	SELL	$24.84 - $28.59 $38,651 - $44,486	-1,556 Reduced 1.8%	84,984 $2.36 Million
Q1 2018 May 09, 2018	BUY	$24.97 - $26.89 $1.08 Million - $1.16 Million	43,094 Added 99.19%	86,540 $2.2 Million
Q4 2017 Feb 20, 2018	BUY	$24.19 - $25.96 $39,671 - $42,574	1,640 Added 3.92%	43,446 $2.24 Million
Q3 2017 Nov 13, 2017	SELL	$21.68 - $24.43 $12,184 - $13,729	-562 Reduced 1.33%	41,806 $2.01 Million
Q2 2017 Aug 14, 2017	BUY	N/A	42,368	42,368 $1.82 Million

Others Institutions Holding BRO

# of Institutions

992

Shares Held

262M

Call Options Held

357K

Put Options Held

297K

View Full List

About BROWN & BROWN, INC.

Ticker BRO
Exchange NYSE
Sector Financial Services
Industry Insurance Brokers
Shares Outstandng 282,454,016
Market Cap $24.7B
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...

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Envestnet Asset Management Inc Brown & Brown, Inc. Transaction History