A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 167 shares of BRO stock, worth $13,476. This represents 0.01% of its overall portfolio holdings.

Number of Shares
167
Previous 171 2.34%
Holding current value
$13,476
Previous $18.9 Million 17.39%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025

SELL
$90.88 - $108.93 $363 - $435
-4 Reduced 2.34%
167 $15.6 Million
Q2 2025

Aug 12, 2025

SELL
$104.48 - $124.43 $3,656 - $4,355
-35 Reduced 16.99%
171 $18.9 Million
Q1 2025

May 15, 2025

BUY
$100.54 - $124.4 $20,711 - $25,626
206 New
206 $25.6 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 $22.8B
  • 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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