A detailed history of Steward Partners Investment Advisory, LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 38,702 shares of BRO stock, worth $3.97 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
38,702
Previous 31,186 24.1%
Holding current value
$3.97 Million
Previous $2.73 Million 26.74%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Aug 08, 2024

BUY
$80.62 - $93.34 $605,939 - $701,543
7,516 Added 24.1%
38,702 $3.46 Million
Q1 2024

May 15, 2024

BUY
$69.45 - $87.54 $130,218 - $164,137
1,875 Added 6.4%
31,186 $2.73 Million
Q4 2023

Feb 12, 2024

BUY
$66.78 - $75.77 $160,672 - $182,302
2,406 Added 8.94%
29,311 $2.08 Million
Q3 2023

Nov 13, 2023

SELL
$67.35 - $74.2 $335,605 - $369,738
-4,983 Reduced 15.63%
26,905 $1.88 Million
Q2 2023

Aug 14, 2023

SELL
$57.65 - $68.84 $679,635 - $811,554
-11,789 Reduced 26.99%
31,888 $2.2 Million
Q1 2023

May 15, 2023

SELL
$53.43 - $61.96 $608,674 - $705,848
-11,392 Reduced 20.69%
43,677 $2.51 Million
Q4 2022

Feb 15, 2023

BUY
$55.05 - $63.71 $199,336 - $230,693
3,621 Added 7.04%
55,069 $3.14 Million
Q3 2022

Nov 10, 2022

SELL
$58.3 - $68.14 $334,408 - $390,851
-5,736 Reduced 10.03%
51,448 $3.11 Million
Q2 2022

Aug 04, 2022

BUY
$53.28 - $73.4 $863,349 - $1.19 Million
16,204 Added 39.54%
57,184 $3.34 Million
Q1 2022

May 02, 2022

BUY
$61.13 - $72.71 $970,010 - $1.15 Million
15,868 Added 63.19%
40,980 $2.96 Million
Q4 2021

Feb 08, 2022

BUY
$57.18 - $70.28 $10,807 - $13,282
189 Added 0.76%
25,112 $1.77 Million
Q3 2021

Nov 12, 2021

BUY
$52.31 - $58.94 $13,548 - $15,265
259 Added 1.05%
24,923 $1.38 Million
Q2 2021

Aug 13, 2021

SELL
$46.52 - $53.69 $175,985 - $203,109
-3,783 Reduced 13.3%
24,664 $1.31 Million
Q1 2021

May 14, 2021

BUY
$42.96 - $48.02 $189,367 - $211,672
4,408 Added 18.34%
28,447 $1.3 Million
Q4 2020

Feb 11, 2021

SELL
$43.46 - $48.31 $33,855 - $37,633
-779 Reduced 3.14%
24,039 $1.14 Million
Q3 2020

Oct 30, 2020

BUY
$40.64 - $47.18 $5,811 - $6,746
143 Added 0.58%
24,818 $1.12 Million
Q2 2020

Aug 06, 2020

BUY
$33.41 - $43.05 $36,717 - $47,311
1,099 Added 4.66%
24,675 $1.01 Million
Q1 2020

Apr 29, 2020

BUY
$31.66 - $48.51 $44,513 - $68,205
1,406 Added 6.34%
23,576 $853,000
Q4 2019

Jan 17, 2020

BUY
$35.12 - $40.25 $6,426 - $7,365
183 Added 0.83%
22,170 $875,000
Q3 2019

Oct 30, 2019

SELL
$34.02 - $36.89 $2,211 - $2,397
-65 Reduced 0.29%
21,987 $792,000
Q2 2019

Jul 25, 2019

SELL
$29.66 - $33.5 $1,690 - $1,909
-57 Reduced 0.26%
22,052 $738,000
Q1 2019

Apr 30, 2019

BUY
$26.73 - $29.87 $25,954 - $29,003
971 Added 4.59%
22,109 $652,000
Q4 2018

Jan 15, 2019

SELL
$26.07 - $29.63 $7,299 - $8,296
-280 Reduced 1.31%
21,138 $582,000
Q3 2018

Oct 23, 2018

BUY
$27.71 - $31.34 $17,457 - $19,744
630 Added 3.03%
21,418 $633,000
Q2 2018

Jul 20, 2018

BUY
$24.84 - $28.59 $5,092 - $5,860
205 Added 1.0%
20,788 $576,000
Q1 2018

Apr 20, 2018

BUY
$24.97 - $26.89 $262,959 - $283,178
10,531 Added 104.77%
20,583 $523,000
Q4 2017

Jan 19, 2018

BUY
$24.19 - $25.96 $6,555 - $7,035
271 Added 2.77%
10,052 $517,000
Q3 2017

Nov 22, 2017

BUY
$21.68 - $24.43 $17,799 - $20,057
821 Added 9.16%
9,781 $471,000
Q2 2017

Nov 22, 2017

BUY
N/A
8,960
8,960 $385,000

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 $29B
  • 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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