A detailed history of Triad Investment Management transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Triad Investment Management holds 36,453 shares of BRO stock, worth $3.27 Million. This represents 4.1% of its overall portfolio holdings.

Number of Shares
36,453
Previous 38,312 4.85%
Holding current value
$3.27 Million
Previous $2.72 Million 17.14%
% of portfolio
4.1%
Previous 3.78%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 12, 2024

SELL
$69.45 - $87.54 $129,107 - $162,736
-1,859 Reduced 4.85%
36,453 $3.19 Million
Q4 2023

Jan 09, 2024

BUY
$66.78 - $75.77 $342,848 - $389,003
5,134 Added 15.47%
38,312 $2.72 Million
Q3 2023

Oct 13, 2023

BUY
$67.35 - $74.2 $27,276 - $30,051
405 Added 1.24%
33,178 $2.32 Million
Q2 2023

Jul 10, 2023

SELL
$57.65 - $68.84 $461 - $550
-8 Reduced 0.02%
32,773 $2.26 Million
Q1 2023

Jul 10, 2023

BUY
$53.43 - $61.96 $57,971 - $67,226
1,085 Added 3.42%
32,781 $1.88 Million
Q4 2022

Jan 27, 2023

BUY
$55.05 - $63.71 $98,979 - $114,550
1,798 Added 6.01%
31,696 $0
Q3 2022

Oct 18, 2022

BUY
$58.3 - $68.14 $207,023 - $241,965
3,551 Added 13.48%
29,898 $1.81 Million
Q2 2022

Jul 18, 2022

BUY
$53.28 - $73.4 $731,854 - $1.01 Million
13,736 Added 108.92%
26,347 $1.54 Million
Q1 2022

Apr 27, 2022

BUY
$61.13 - $72.71 $38,878 - $46,243
636 Added 5.31%
12,611 $911,000
Q4 2021

Apr 27, 2022

BUY
$57.18 - $70.28 $684,730 - $841,603
11,975 New
11,975 $842,000

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 $25.3B
  • 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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