A detailed history of Wetherby Asset Management Inc transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Wetherby Asset Management Inc holds 4,430 shares of BRO stock, worth $455,979. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,430
Previous 4,494 1.42%
Holding current value
$455,979
Previous $401,000 14.21%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 14, 2024

SELL
$89.11 - $105.82 $5,703 - $6,772
-64 Reduced 1.42%
4,430 $458,000
Q2 2024

Aug 14, 2024

SELL
$80.62 - $93.34 $1,531 - $1,773
-19 Reduced 0.42%
4,494 $401,000
Q1 2024

May 15, 2024

SELL
$69.45 - $87.54 $15,417 - $19,433
-222 Reduced 4.69%
4,513 $395,000
Q4 2023

Feb 14, 2024

BUY
$66.78 - $75.77 $5,409 - $6,137
81 Added 1.74%
4,735 $336,000
Q3 2023

Nov 14, 2023

SELL
$67.35 - $74.2 $27,815 - $30,644
-413 Reduced 8.15%
4,654 $325,000
Q2 2023

Aug 14, 2023

BUY
$57.65 - $68.84 $4,496 - $5,369
78 Added 1.56%
5,067 $348,000
Q1 2023

May 12, 2023

SELL
$53.43 - $61.96 $28,745 - $33,334
-538 Reduced 9.73%
4,989 $286,000
Q4 2022

Feb 14, 2023

BUY
$55.05 - $63.71 $7,266 - $8,409
132 Added 2.45%
5,527 $314,000
Q3 2022

Nov 14, 2022

SELL
$58.3 - $68.14 $13,467 - $15,740
-231 Reduced 4.11%
5,395 $326,000
Q2 2022

Aug 15, 2022

BUY
$53.28 - $73.4 $23,283 - $32,075
437 Added 8.42%
5,626 $328,000
Q1 2022

May 16, 2022

SELL
$61.13 - $72.71 $3,362 - $3,999
-55 Reduced 1.05%
5,189 $375,000
Q4 2021

Feb 14, 2022

SELL
$57.18 - $70.28 $7,547 - $9,276
-132 Reduced 2.46%
5,244 $369,000
Q3 2021

Nov 15, 2021

BUY
$52.31 - $58.94 $2,877 - $3,241
55 Added 1.03%
5,376 $298,000
Q2 2021

Aug 16, 2021

BUY
$46.52 - $53.69 $247,532 - $285,684
5,321 New
5,321 $283,000

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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