Wellington Management Group LLP Brown & Brown, Inc. Transaction History

Wellington Management Group LLP

$557 Billion
Q3 2024

A detailed history of Wellington Management Group LLP transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Wellington Management Group LLP holds 147,097 shares of BRO stock, worth $15.3 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

147,097

Previous 139,925 5.13%

Holding current value

$15.3 Million

Previous $12.5 Million 21.81%

% of portfolio

0.0%

Previous 0.0%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$89.11 - $105.82 $639,096 - $758,941	7,172 Added 5.13%	147,097 $15.2 Million
Q2 2024 Aug 13, 2024	SELL	$80.62 - $93.34 $1.27 Million - $1.47 Million	-15,734 Reduced 10.11%	139,925 $12.5 Million
Q1 2024 May 15, 2024	BUY	$69.45 - $87.54 $10.8 Million - $13.6 Million	155,659 New	155,659 $13.6 Million
Q4 2023 Feb 12, 2024	BUY	$66.78 - $75.77 $10.4 Million - $11.8 Million	155,710 New	155,710 $11.1 Million
Q3 2023 Nov 14, 2023	BUY	$67.35 - $74.2 $1.23 Million - $1.35 Million	18,253 Added 2.42%	773,686 $54 Million
Q2 2023 Aug 14, 2023	SELL	$57.65 - $68.84 $22.8 Million - $27.2 Million	-395,663 Reduced 34.37%	755,433 $52 Million
Q1 2023 May 12, 2023	BUY	$53.43 - $61.96 $3.29 Million - $3.82 Million	61,591 Added 5.65%	1,151,096 $66.1 Million
Q4 2022 Feb 13, 2023	BUY	$55.05 - $63.71 $16.8 Million - $19.4 Million	304,921 Added 38.86%	1,089,505 $62.1 Million
Q3 2022 Nov 14, 2022	SELL	$58.3 - $68.14 $282,580 - $330,274	-4,847 Reduced 0.61%	784,584 $47.5 Million
Q2 2022 Aug 15, 2022	SELL	$53.28 - $73.4 $1.35 Million - $1.86 Million	-25,339 Reduced 3.11%	789,431 $46.1 Million
Q1 2022 May 16, 2022	BUY	$61.13 - $72.71 $40.4 Million - $48.1 Million	661,425 Added 431.33%	814,770 $58.9 Million
Q4 2021 Feb 11, 2022	SELL	$57.18 - $70.28 $837,401 - $1.03 Million	-14,645 Reduced 8.72%	153,345 $10.8 Million
Q3 2021 Nov 15, 2021	SELL	$52.31 - $58.94 $297,225 - $334,897	-5,682 Reduced 3.27%	167,990 $9.32 Million
Q2 2021 Aug 16, 2021	BUY	$46.52 - $53.69 $3.89 Million - $4.49 Million	83,653 Added 92.93%	173,672 $9.23 Million
Q1 2021 May 17, 2021	BUY	$42.96 - $48.02 $2.26 Million - $2.53 Million	52,707 Added 141.26%	90,019 $4.12 Million
Q4 2020 Feb 12, 2021	BUY	$43.46 - $48.31 $1.19 Million - $1.32 Million	27,379 Added 275.64%	37,312 $1.77 Million
Q3 2020 Nov 16, 2020	SELL	$40.64 - $47.18 $101,478 - $117,808	-2,497 Reduced 20.09%	9,933 $450,000
Q2 2020 Aug 14, 2020	SELL	$33.41 - $43.05 $731,311 - $942,321	-21,889 Reduced 63.78%	12,430 $507,000
Q1 2020 May 14, 2020	SELL	$31.66 - $48.51 $4.04 Million - $6.19 Million	-127,507 Reduced 78.79%	34,319 $1.24 Million
Q4 2019 Feb 11, 2020	BUY	$35.12 - $40.25 $5.68 Million - $6.51 Million	161,826 New	161,826 $6.39 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...

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Wellington Management Group LLP Brown & Brown, Inc. Transaction History