A detailed history of Venturi Wealth Management, LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 6,573 shares of BRO stock, worth $676,558. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,573
Previous 4,374 50.27%
Holding current value
$676,558
Previous $391,000 73.91%
% of portfolio
0.04%
Previous 0.02%

Shares

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

Nov 04, 2024

BUY
$89.11 - $105.82 $195,952 - $232,698
2,199 Added 50.27%
6,573 $680,000
Q2 2024

Jul 19, 2024

BUY
$80.62 - $93.34 $348,278 - $403,228
4,320 Added 8000.0%
4,374 $391,000
Q1 2024

Apr 23, 2024

BUY
$69.45 - $87.54 $1,944 - $2,451
28 Added 107.69%
54 $4,000
Q4 2023

Jan 23, 2024

BUY
$66.78 - $75.77 $734 - $833
11 Added 73.33%
26 $1,000
Q3 2023

Nov 02, 2023

BUY
$67.35 - $74.2 $606 - $667
9 Added 150.0%
15 $1,000
Q2 2023

Jul 24, 2023

BUY
$57.65 - $68.84 $345 - $413
6 New
6 $0
Q4 2020

Jan 28, 2021

SELL
$43.46 - $48.31 $620,391 - $689,625
-14,275 Closed
0 $0
Q3 2020

Nov 03, 2020

BUY
$40.64 - $47.18 $47,304 - $54,917
1,164 Added 8.88%
14,275 $646,000
Q2 2020

Aug 05, 2020

BUY
$33.41 - $43.05 $438,038 - $564,428
13,111 New
13,111 $534,000
Q1 2020

May 15, 2020

SELL
$31.66 - $48.51 $331,131 - $507,366
-10,459 Closed
0 $0
Q4 2019

Jan 27, 2020

SELL
$35.12 - $40.25 $26,691 - $30,590
-760 Reduced 6.77%
10,459 $413,000
Q3 2019

Oct 29, 2019

BUY
$34.02 - $36.89 $2,211 - $2,397
65 Added 0.58%
11,219 $405,000
Q2 2019

Aug 07, 2019

SELL
$29.66 - $33.5 $15,363 - $17,353
-518 Reduced 4.44%
11,154 $374,000
Q1 2019

May 14, 2019

SELL
$26.73 - $29.87 $29,964 - $33,484
-1,121 Reduced 8.76%
11,672 $348,000
Q4 2018

Feb 12, 2019

BUY
$26.07 - $29.63 $333,513 - $379,056
12,793 New
12,793 $342,000

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 $29.1B
  • 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
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