A detailed history of Capstone Investment Advisors, LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Capstone Investment Advisors, LLC holds 500 shares of BRO stock, worth $51,925. This represents 0.0% of its overall portfolio holdings.

Number of Shares
500
Previous 1,500 66.67%
Holding current value
$51,925
Previous $134,000 61.94%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

BUY
$89.11 - $105.82 $510,332 - $606,031
5,727 Added 60.42%
15,206 $1.58 Million
Q2 2024

Aug 14, 2024

BUY
$80.62 - $93.34 $149,953 - $173,612
1,860 Added 24.41%
9,479 $847,000
Q1 2024

May 01, 2024

SELL
$69.45 - $87.54 $65,977 - $83,163
-950 Reduced 11.09%
7,619 $666,000
Q4 2023

Feb 12, 2024

BUY
$66.78 - $75.77 $192,860 - $218,823
2,888 Added 50.84%
8,569 $609,000
Q3 2023

Nov 13, 2023

SELL
$67.35 - $74.2 $808 - $890
-12 Reduced 0.21%
5,681 $396,000
Q2 2023

Aug 10, 2023

BUY
$57.65 - $68.84 $221,145 - $264,070
3,836 Added 206.57%
5,693 $391,000
Q1 2023

May 09, 2023

BUY
$53.43 - $61.96 $99,219 - $115,059
1,857 New
1,857 $106,000
Q1 2022

May 13, 2022

SELL
$61.13 - $72.71 $3,423 - $4,071
-56 Reduced 98.25%
1 $0
Q3 2021

Nov 15, 2021

BUY
$52.31 - $58.94 $2,981 - $3,359
57 New
57 $3,000

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 $29.3B
  • 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...
More about BRO
Track This Portfolio

Track Capstone Investment Advisors, LLC Portfolio

Follow Capstone Investment Advisors, 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 Capstone Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capstone Investment Advisors, LLC with notifications on news.