Umb Bank, N.A. Brown & Brown, Inc. Transaction History

Umb Bank, N.A.

$6.3 Billion
Q3 2024

A detailed history of Umb Bank, N.A. transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Umb Bank, N.A. holds 117,687 shares of BRO stock, worth $12.2 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

117,687

Previous 117,687 -0.0%

Holding current value

$12.2 Million

Previous $10.5 Million 15.87%

% of portfolio

0.19%

Previous 0.18%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 29, 2024	SELL	$80.62 - $93.34 $440,427 - $509,916	-5,463 Reduced 4.44%	117,687 $10.5 Million
Q1 2024 Apr 26, 2024	SELL	$69.45 - $87.54 $11,389 - $14,356	-164 Reduced 0.13%	123,150 $10.8 Million
Q4 2023 Jan 23, 2024	SELL	$66.78 - $75.77 $1,535 - $1,742	-23 Reduced 0.02%	123,314 $8.77 Million
Q3 2023 Oct 18, 2023	SELL	$67.35 - $74.2 $3,030 - $3,339	-45 Reduced 0.04%	123,337 $8.61 Million
Q2 2023 Jul 25, 2023	BUY	$57.65 - $68.84 $1,325 - $1,583	23 Added 0.02%	123,382 $8.49 Million
Q1 2023 Apr 11, 2023	SELL	$53.43 - $61.96 $2,404 - $2,788	-45 Reduced 0.04%	123,359 $7.08 Million
Q4 2022 Jan 10, 2023	SELL	$55.05 - $63.71 $193,665 - $224,131	-3,518 Reduced 2.77%	123,404 $7.03 Million
Q3 2022 Oct 13, 2022	SELL	$58.3 - $68.14 $830,891 - $971,131	-14,252 Reduced 10.1%	126,922 $7.68 Million
Q2 2022 Jul 20, 2022	SELL	$53.28 - $73.4 $91,215 - $125,660	-1,712 Reduced 1.2%	141,174 $8.24 Million
Q1 2022 Apr 22, 2022	SELL	$61.13 - $72.71 $48,109 - $57,222	-787 Reduced 0.55%	142,886 $10.3 Million
Q4 2021 Feb 09, 2022	BUY	$57.18 - $70.28 $8.22 Million - $10.1 Million	143,673 New	143,673 $10.1 Million

Others Institutions Holding BRO

# of Institutions

847

Shares Held

194M

Call Options Held

230K

Put Options Held

11.1K

View Full List

About BROWN & BROWN, INC.

Ticker BRO
Exchange NYSE
Sector Financial Services
Industry Insurance Brokers
Shares Outstandng 282,454,016
Market Cap $29.3B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Umb Bank, N.A., based on Form 13F filings with the SEC.

News

Stay updated on Umb Bank, N.A. with notifications on news.

Account