A detailed history of Steph & CO transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Steph & CO holds 2,421 shares of BRO stock, worth $195,374. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,421
Previous 1,758 37.71%
Holding current value
$195,374
Previous $164,000 18.9%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Jan 23, 2026

BUY
$76.42 - $95.96 $50,666 - $63,621
663 Added 37.71%
2,421 $195,000
Q3 2025

Oct 06, 2025

SELL
$90.88 - $108.93 $5,452 - $6,535
-60 Reduced 3.3%
1,758 $164,000
Q2 2025

Jul 16, 2025

BUY
$104.48 - $124.43 $189,944 - $226,213
1,818 New
1,818 $201,000

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 $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
Track This Portfolio

Track Steph & CO Portfolio

Follow Steph & CO 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 Steph & CO, based on Form 13F filings with the SEC.

News

Stay updated on Steph & CO with notifications on news.