A detailed history of Legacy Financial Strategies, LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 43,825 shares of BRO stock, worth $4.63 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
43,825
Previous 40,610 7.92%
Holding current value
$4.63 Million
Previous $3.55 Million 10.24%
% of portfolio
0.96%
Previous 0.93%

Shares

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

Jul 10, 2024

BUY
$80.62 - $93.34 $259,193 - $300,088
3,215 Added 7.92%
43,825 $3.92 Million
Q1 2024

Apr 10, 2024

SELL
$69.45 - $87.54 $4,028 - $5,077
-58 Reduced 0.14%
40,610 $3.55 Million
Q4 2023

Feb 01, 2024

SELL
$66.78 - $75.77 $5,876 - $6,667
-88 Reduced 0.22%
40,668 $2.89 Million
Q3 2023

Nov 13, 2023

BUY
$67.35 - $74.2 $74,960 - $82,584
1,113 Added 2.81%
40,756 $2.85 Million
Q2 2023

Jul 28, 2023

BUY
$57.65 - $68.84 $174,621 - $208,516
3,029 Added 8.27%
39,643 $2.73 Million
Q1 2023

May 10, 2023

BUY
$53.43 - $61.96 $338,746 - $392,826
6,340 Added 20.94%
36,614 $2.1 Million
Q4 2022

Feb 15, 2023

BUY
$55.05 - $63.71 $106,081 - $122,769
1,927 Added 6.8%
30,274 $1.72 Million
Q3 2022

Nov 08, 2022

BUY
$58.3 - $68.14 $164,172 - $191,882
2,816 Added 11.03%
28,347 $1.71 Million
Q2 2022

Aug 09, 2022

BUY
$53.28 - $73.4 $1.36 Million - $1.87 Million
25,531 New
25,531 $1.49 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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