A detailed history of Independent Advisor Alliance transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Independent Advisor Alliance holds 45,671 shares of BRO stock, worth $5.01 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
45,671
Previous 46,009 0.73%
Holding current value
$5.01 Million
Previous $4.11 Million 15.03%
% of portfolio
0.17%
Previous 0.14%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$89.11 - $105.82 $30,119 - $35,767
-338 Reduced 0.73%
45,671 $4.73 Million
Q2 2024

Aug 12, 2024

SELL
$80.62 - $93.34 $28,620 - $33,135
-355 Reduced 0.77%
46,009 $4.11 Million
Q1 2024

May 08, 2024

SELL
$69.45 - $87.54 $9,167 - $11,555
-132 Reduced 0.28%
46,364 $4.06 Million
Q4 2023

Feb 08, 2024

SELL
$66.78 - $75.77 $338,240 - $383,775
-5,065 Reduced 9.82%
46,496 $3.31 Million
Q3 2023

Oct 24, 2023

BUY
$67.35 - $74.2 $10,439 - $11,501
155 Added 0.3%
51,561 $3.6 Million
Q2 2023

Jul 28, 2023

BUY
$57.65 - $68.84 $35,281 - $42,130
612 Added 1.2%
51,406 $3.54 Million
Q1 2023

May 12, 2023

BUY
$53.43 - $61.96 $90,991 - $105,517
1,703 Added 3.47%
50,794 $2.92 Million
Q4 2022

Feb 13, 2023

SELL
$55.05 - $63.71 $12,055 - $13,952
-219 Reduced 0.44%
49,091 $2.8 Million
Q3 2022

Nov 04, 2022

BUY
$58.3 - $68.14 $115,084 - $134,508
1,974 Added 4.17%
49,310 $2.98 Million
Q2 2022

Aug 04, 2022

BUY
$53.28 - $73.4 $309,450 - $426,307
5,808 Added 13.99%
47,336 $2.76 Million
Q1 2022

May 06, 2022

SELL
$61.13 - $72.71 $5,929 - $7,052
-97 Reduced 0.23%
41,528 $3 Million
Q4 2021

Feb 11, 2022

SELL
$57.18 - $70.28 $5,603 - $6,887
-98 Reduced 0.23%
41,625 $2.93 Million
Q2 2021

Aug 12, 2021

BUY
$46.52 - $53.69 $6,233 - $7,194
134 Added 0.32%
41,723 $2.22 Million
Q1 2021

May 14, 2021

BUY
$42.96 - $48.02 $1.09 Million - $1.22 Million
25,318 Added 155.6%
41,589 $1.9 Million
Q4 2020

Feb 11, 2021

SELL
$43.46 - $48.31 $4.54 Million - $5.05 Million
-104,551 Reduced 86.53%
16,271 $771,000
Q3 2020

Nov 04, 2020

BUY
$40.64 - $47.18 $4.91 Million - $5.7 Million
120,822 New
120,822 $5.47 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 $31B
  • 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 Independent Advisor Alliance Portfolio

Follow Independent Advisor Alliance 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 Independent Advisor Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Independent Advisor Alliance with notifications on news.