A detailed history of Principia Wealth Advisory, LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 50 shares of BRO stock, worth $4,035. This represents 0.0% of its overall portfolio holdings.

Number of Shares
50
Previous 8 525.0%
Holding current value
$4,035
Previous $933,000 494.21%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

BUY
$104.48 - $124.43 $4,388 - $5,226
42 Added 525.0%
50 $5.54 Million
Q1 2025

Apr 11, 2025

BUY
$100.54 - $124.4 $301 - $373
3 Added 60.0%
8 $933,000
Q4 2024

Apr 11, 2025

BUY
$100.93 - $113.42 $504 - $567
5 New
5 $510,000

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 $22.8B
  • 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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