A detailed history of Forum Private Client Group LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Forum Private Client Group LLC holds 4,615 shares of BRO stock, worth $487,574. This represents 0.2% of its overall portfolio holdings.

Number of Shares
4,615
Previous 4,608 0.15%
Holding current value
$487,574
Previous $403 Million 2.29%
% of portfolio
0.2%
Previous 0.2%

Shares

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

Aug 13, 2024

BUY
$80.62 - $93.34 $564 - $653
7 Added 0.15%
4,615 $413 Million
Q1 2024

May 15, 2024

SELL
$69.45 - $87.54 $25,418 - $32,039
-366 Reduced 7.36%
4,608 $403 Million
Q4 2023

Jan 19, 2024

BUY
$66.78 - $75.77 $332,163 - $376,879
4,974 New
4,974 $354 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 $29.8B
  • 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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