A detailed history of Concurrent Investment Advisors, LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 11,512 shares of BRO stock, worth $929,018. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,512
Previous 9,661 19.16%
Holding current value
$929,018
Previous $1.07 Billion 0.81%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025

BUY
$90.88 - $108.93 $168,218 - $201,629
1,851 Added 19.16%
11,512 $1.08 Billion
Q2 2025

Jul 25, 2025

SELL
$104.48 - $124.43 $29,672 - $35,338
-284 Reduced 2.86%
9,661 $1.07 Billion
Q1 2025

Apr 29, 2025

BUY
$100.54 - $124.4 $75,002 - $92,802
746 Added 8.11%
9,945 $1.24 Billion
Q4 2024

Feb 03, 2025

BUY
$100.93 - $113.42 $549,059 - $617,004
5,440 Added 144.72%
9,199 $938 Million
Q3 2024

Oct 30, 2024

SELL
$89.11 - $105.82 $3,207 - $3,809
-36 Reduced 0.95%
3,759 $389 Million
Q2 2024

Jul 30, 2024

BUY
$80.62 - $93.34 $305,952 - $354,225
3,795 New
3,795 $339 Million
Q4 2023

Apr 15, 2024

BUY
$66.78 - $75.77 $314,199 - $356,497
4,705 New
4,705 $335 Million

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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