A detailed history of Ballentine Partners, LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Ballentine Partners, LLC holds 3,489 shares of BRO stock, worth $369,834. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,489
Previous 3,460 0.84%
Holding current value
$369,834
Previous $358,000 0.84%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025

BUY
$100.93 - $113.42 $2,926 - $3,289
29 Added 0.84%
3,489 $355,000
Q3 2024

Oct 23, 2024

BUY
$89.11 - $105.82 $980 - $1,164
11 Added 0.32%
3,460 $358,000
Q2 2024

Aug 06, 2024

BUY
$80.62 - $93.34 $6,933 - $8,027
86 Added 2.56%
3,449 $308,000
Q1 2024

Apr 11, 2024

BUY
$69.45 - $87.54 $4,653 - $5,865
67 Added 2.03%
3,363 $294,000
Q4 2023

Jan 23, 2024

BUY
$66.78 - $75.77 $220,106 - $249,737
3,296 New
3,296 $234,000

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 $29.9B
  • 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
Track This Portfolio

Track Ballentine Partners, LLC Portfolio

Follow Ballentine Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ballentine Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ballentine Partners, LLC with notifications on news.