A detailed history of Osterweis Capital Management Inc transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Osterweis Capital Management Inc holds 374,965 shares of BRO stock, worth $38.6 Million. This represents 2.32% of its overall portfolio holdings.

Number of Shares
374,965
Previous 381,051 1.6%
Holding current value
$38.6 Million
Previous $34.1 Million 14.02%
% of portfolio
2.32%
Previous 2.2%

Shares

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

Nov 14, 2024

SELL
$89.11 - $105.82 $542,323 - $644,020
-6,086 Reduced 1.6%
374,965 $38.8 Million
Q2 2024

Aug 14, 2024

SELL
$80.62 - $93.34 $5.05 Million - $5.84 Million
-62,617 Reduced 14.11%
381,051 $34.1 Million
Q1 2024

May 15, 2024

BUY
$69.45 - $87.54 $3.95 Million - $4.98 Million
56,889 Added 14.71%
443,668 $38.8 Million
Q4 2023

Feb 14, 2024

BUY
$66.78 - $75.77 $311,729 - $353,694
4,668 Added 1.22%
386,779 $27.5 Million
Q3 2023

Nov 14, 2023

SELL
$67.35 - $74.2 $852,718 - $939,446
-12,661 Reduced 3.21%
382,111 $26.7 Million
Q2 2023

Aug 14, 2023

BUY
$57.65 - $68.84 $109,765 - $131,071
1,904 Added 0.48%
394,772 $27.2 Million
Q1 2023

May 15, 2023

BUY
$53.43 - $61.96 $5.81 Million - $6.74 Million
108,767 Added 38.28%
392,868 $22.6 Million
Q4 2022

Feb 14, 2023

BUY
$55.05 - $63.71 $15.6 Million - $18.1 Million
284,101 New
284,101 $16.2 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 $29.1B
  • 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 Osterweis Capital Management Inc Portfolio

Follow Osterweis Capital Management Inc 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 Osterweis Capital Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Osterweis Capital Management Inc with notifications on news.