A detailed history of Greenleaf Trust transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Greenleaf Trust holds 3,925 shares of BRO stock, worth $412,164. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,925
Previous 3,810 3.02%
Holding current value
$412,164
Previous $333,000 5.11%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 22, 2024

BUY
$80.62 - $93.34 $9,271 - $10,734
115 Added 3.02%
3,925 $350,000
Q1 2024

Apr 29, 2024

BUY
$69.45 - $87.54 $4,792 - $6,040
69 Added 1.84%
3,810 $333,000
Q4 2023

Jan 31, 2024

SELL
$66.78 - $75.77 $17,963 - $20,382
-269 Reduced 6.71%
3,741 $266,000
Q3 2023

Nov 09, 2023

BUY
$67.35 - $74.2 $41,959 - $46,226
623 Added 18.39%
4,010 $280,000
Q2 2023

Aug 09, 2023

BUY
$57.65 - $68.84 $195,260 - $233,161
3,387 New
3,387 $233,000
Q3 2022

Nov 10, 2022

BUY
$58.3 - $68.14 $203,467 - $237,808
3,490 New
3,490 $211,000
Q2 2022

Aug 12, 2022

SELL
$53.28 - $73.4 $147,905 - $203,758
-2,776 Closed
0 $0
Q1 2022

Apr 27, 2022

BUY
$61.13 - $72.71 $169,696 - $201,842
2,776 New
2,776 $201,000

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 $29.7B
  • 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...
More about BRO
Track This Portfolio

Track Greenleaf Trust Portfolio

Follow Greenleaf Trust 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 Greenleaf Trust, based on Form 13F filings with the SEC.

News

Stay updated on Greenleaf Trust with notifications on news.