A detailed history of Strategy Asset Managers LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Strategy Asset Managers LLC holds 5,821 shares of BRO stock, worth $640,601. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,821
Previous 4,590 26.82%
Holding current value
$640,601
Previous $410,000 47.07%
% of portfolio
0.12%
Previous 0.08%

Shares

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

Nov 08, 2024

BUY
$89.11 - $105.82 $109,694 - $130,264
1,231 Added 26.82%
5,821 $603,000
Q2 2024

Aug 02, 2024

SELL
$80.62 - $93.34 $602,473 - $697,529
-7,473 Reduced 61.95%
4,590 $410,000
Q1 2024

Apr 25, 2024

BUY
$69.45 - $87.54 $535,251 - $674,670
7,707 Added 176.93%
12,063 $1.06 Million
Q4 2023

Feb 12, 2024

SELL
$66.78 - $75.77 $1,068 - $1,212
-16 Reduced 0.37%
4,356 $309,000
Q3 2023

Nov 09, 2023

SELL
$67.35 - $74.2 $14,682 - $16,175
-218 Reduced 4.75%
4,372 $305,000
Q2 2023

Aug 24, 2023

BUY
$57.65 - $68.84 $1,210 - $1,445
21 Added 0.46%
4,590 $315,000
Q1 2023

May 02, 2023

SELL
$53.43 - $61.96 $12,876 - $14,932
-241 Reduced 5.01%
4,569 $262,000
Q4 2022

Jan 13, 2023

SELL
$55.05 - $63.71 $122,651 - $141,945
-2,228 Reduced 31.66%
4,810 $274,000
Q3 2022

Oct 11, 2022

BUY
$58.3 - $68.14 $162,482 - $189,906
2,787 Added 65.56%
7,038 $426,000
Q2 2022

Jul 13, 2022

SELL
$53.28 - $73.4 $251,588 - $346,594
-4,722 Reduced 52.62%
4,251 $248,000
Q1 2022

Apr 11, 2022

BUY
$61.13 - $72.71 $548,519 - $652,426
8,973 New
8,973 $648,000
Q4 2021

Jan 14, 2022

SELL
$57.18 - $70.28 $298,422 - $366,791
-5,219 Closed
0 $0
Q3 2021

Dec 14, 2021

BUY
$52.31 - $58.94 $1,150 - $1,296
22 Added 0.42%
5,219 $289,000
Q2 2021

Aug 04, 2021

BUY
$46.52 - $53.69 $21,166 - $24,428
455 Added 9.6%
5,197 $276,000
Q1 2021

May 12, 2021

BUY
$42.96 - $48.02 $10,224 - $11,428
238 Added 5.28%
4,742 $217,000
Q4 2020

Feb 10, 2021

BUY
$43.46 - $48.31 $195,743 - $217,588
4,504 New
4,504 $213,000

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 $31.1B
  • 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 Strategy Asset Managers LLC Portfolio

Follow Strategy Asset Managers LLC 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 Strategy Asset Managers LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategy Asset Managers LLC with notifications on news.