A detailed history of Hotaling Investment Management, LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Hotaling Investment Management, LLC holds 4,751 shares of BRO stock, worth $500,992. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,751
Previous 4,766 0.31%
Holding current value
$500,992
Previous $288,000 5.9%
% of portfolio
0.12%
Previous 0.14%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 14, 2023

SELL
$55.05 - $63.71 $825 - $955
-15 Reduced 0.31%
4,751 $271,000
Q3 2022

Nov 14, 2022

SELL
$58.3 - $68.14 $5,596 - $6,541
-96 Reduced 1.97%
4,766 $288,000
Q2 2022

Aug 15, 2022

BUY
$53.28 - $73.4 $5,541 - $7,633
104 Added 2.19%
4,862 $284,000
Q1 2022

Apr 22, 2022

BUY
$61.13 - $72.71 $13,509 - $16,068
221 Added 4.87%
4,758 $344,000
Q4 2021

Jan 24, 2022

BUY
$57.18 - $70.28 $2,916 - $3,584
51 Added 1.14%
4,537 $319,000
Q3 2021

Oct 21, 2021

BUY
$52.31 - $58.94 $14,176 - $15,972
271 Added 6.43%
4,486 $249,000
Q2 2021

Aug 04, 2021

BUY
$46.52 - $53.69 $196,081 - $226,303
4,215 New
4,215 $224,000
Q1 2021

May 11, 2021

SELL
$42.96 - $48.02 $213,726 - $238,899
-4,975 Closed
0 $0
Q4 2020

Jan 22, 2021

SELL
$43.46 - $48.31 $7,083 - $7,874
-163 Reduced 3.17%
4,975 $236,000
Q3 2020

Nov 04, 2020

SELL
$40.64 - $47.18 $10,647 - $12,361
-262 Reduced 4.85%
5,138 $233,000
Q2 2020

Jul 31, 2020

BUY
$33.41 - $43.05 $180,413 - $232,469
5,400 New
5,400 $220,000
Q1 2020

Apr 08, 2020

SELL
$31.66 - $48.51 $185,685 - $284,511
-5,865 Closed
0 $0
Q3 2019

Oct 28, 2019

BUY
$34.02 - $36.89 $199,527 - $216,359
5,865 New
5,865 $211,000

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 $29.8B
  • 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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