A detailed history of Copeland Capital Management, LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Copeland Capital Management, LLC holds 101,563 shares of BRO stock, worth $8.2 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
101,563
Previous 108,103 6.05%
Holding current value
$8.2 Million
Previous $10.1 Million 19.16%
% of portfolio
0.19%
Previous 0.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 28, 2026

SELL
$76.42 - $95.96 $499,786 - $627,578
-6,540 Reduced 6.05%
101,563 $8.2 Million
Q3 2025

Oct 17, 2025

BUY
$90.88 - $108.93 $5.33 Million - $6.39 Million
58,630 Added 118.51%
108,103 $10.1 Million
Q2 2025

Jul 21, 2025

BUY
$104.48 - $124.43 $5.17 Million - $6.16 Million
49,473 New
49,473 $5.49 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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