A detailed history of Avantax Advisory Services, Inc. transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 13,368 shares of BRO stock, worth $1.08 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,368
Previous 11,833 12.97%
Holding current value
$1.08 Million
Previous $1.47 Million 0.68%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 08, 2025

BUY
$104.48 - $124.43 $160,376 - $191,000
1,535 Added 12.97%
13,368 $1.48 Million
Q1 2025

May 06, 2025

BUY
$100.54 - $124.4 $461,378 - $570,871
4,589 Added 63.35%
11,833 $1.47 Million
Q4 2024

Feb 07, 2025

SELL
$100.93 - $113.42 $5,450 - $6,124
-54 Reduced 0.74%
7,244 $739,000
Q3 2024

Nov 13, 2024

SELL
$89.11 - $105.82 $13,990 - $16,613
-157 Reduced 2.11%
7,298 $756,000
Q2 2024

Aug 09, 2024

BUY
$80.62 - $93.34 $264,514 - $306,248
3,281 Added 78.61%
7,455 $666,000
Q1 2024

May 08, 2024

BUY
$69.45 - $87.54 $16,529 - $20,834
238 Added 6.05%
4,174 $365,000
Q4 2023

Feb 07, 2024

BUY
$66.78 - $75.77 $262,846 - $298,230
3,936 New
3,936 $279,000

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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