A detailed history of Forum Financial Management, LP transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Forum Financial Management, LP holds 4,713 shares of BRO stock, worth $489,445. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,713
Previous 4,711 0.04%
Holding current value
$489,445
Previous $421,000 15.91%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 29, 2024

BUY
$89.11 - $105.82 $178 - $211
2 Added 0.04%
4,713 $488,000
Q2 2024

Jul 30, 2024

BUY
$80.62 - $93.34 $322 - $373
4 Added 0.08%
4,711 $421,000
Q4 2023

Feb 07, 2024

SELL
$66.78 - $75.77 $1,268 - $1,439
-19 Reduced 0.4%
4,707 $334,000
Q2 2023

Jul 26, 2023

BUY
$57.65 - $68.84 $1,095 - $1,307
19 Added 0.4%
4,726 $325,000
Q4 2022

Jan 24, 2023

SELL
$55.05 - $63.71 $6,165 - $7,135
-112 Reduced 2.32%
4,707 $0
Q2 2022

Aug 15, 2022

BUY
$53.28 - $73.4 $5,967 - $8,220
112 Added 2.38%
4,819 $281,000
Q1 2022

May 16, 2022

SELL
$61.13 - $72.71 $4,462 - $5,307
-73 Reduced 1.53%
4,707 $340,000
Q4 2021

Feb 18, 2022

BUY
$57.18 - $70.28 $273,320 - $335,938
4,780 New
4,780 $336,000

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
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