A detailed history of Pathstone Family Office, LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Pathstone Family Office, LLC holds 12,901 shares of BRO stock, worth $1.17 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,901
Previous 3,916 229.44%
Holding current value
$1.17 Million
Previous $269,000 234.94%
% of portfolio
0.01%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023

BUY
$67.35 - $74.2 $605,139 - $666,687
8,985 Added 229.44%
12,901 $901,000
Q2 2023

Jan 12, 2024

SELL
$57.65 - $68.84 $517,985 - $618,527
-8,985 Reduced 69.65%
3,916 $269,000
Q2 2023

Aug 14, 2023

BUY
$57.65 - $68.84 $225,757 - $269,577
3,916 New
3,916 $269,000
Q4 2022

Oct 23, 2023

BUY
$55.05 - $63.71 $344,392 - $398,569
6,256 Added 81.94%
13,891 $791,000
Q4 2022

Feb 13, 2023

BUY
$55.05 - $63.71 $5,174 - $5,988
94 Added 0.68%
13,891 $791,000
Q3 2022

Oct 23, 2023

BUY
$58.3 - $68.14 $139,162 - $162,650
2,387 Added 45.48%
7,635 $461,000
Q3 2022

Nov 14, 2022

BUY
$58.3 - $68.14 $162,831 - $190,315
2,793 Added 25.38%
13,797 $835,000
Q2 2022

Oct 23, 2023

BUY
$53.28 - $73.4 $70,968 - $97,768
1,332 Added 34.01%
5,248 $306,000
Q2 2022

Aug 15, 2022

BUY
$53.28 - $73.4 $345,147 - $475,485
6,478 Added 143.13%
11,004 $642,000
Q3 2021

Nov 16, 2021

BUY
$52.31 - $58.94 $236,755 - $266,762
4,526 New
4,526 $251,000
Q4 2019

Feb 14, 2020

SELL
$35.12 - $40.25 $8,639 - $9,901
-246 Closed
0 $0
Q2 2019

Aug 14, 2019

SELL
$29.66 - $33.5 $3,084 - $3,484
-104 Reduced 29.71%
246 $8,000
Q1 2019

May 14, 2019

BUY
$26.73 - $29.87 $9,355 - $10,454
350 New
350 $10,000

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 $25.6B
  • 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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