A detailed history of Strategic Wealth Partners, Ltd. transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 11,341 shares of BRO stock, worth $1.18 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
11,341
Previous 14,315 20.78%
Holding current value
$1.18 Million
Previous $1.28 Million 8.21%
% of portfolio
0.12%
Previous 0.14%

Shares

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

Oct 08, 2024

SELL
$89.11 - $105.82 $265,013 - $314,708
-2,974 Reduced 20.78%
11,341 $1.17 Million
Q2 2024

Oct 08, 2024

BUY
$80.62 - $93.34 $102,468 - $118,635
1,271 Added 9.74%
14,315 $1.28 Million
Q1 2024

May 20, 2024

SELL
$69.45 - $87.54 $11,320 - $14,269
-163 Reduced 1.23%
13,044 $1.14 Million
Q4 2023

May 20, 2024

SELL
$66.78 - $75.77 $77,798 - $88,272
-1,165 Reduced 8.11%
13,207 $939,000
Q3 2023

May 20, 2024

SELL
$67.35 - $74.2 $96,445 - $106,254
-1,432 Reduced 9.06%
14,372 $1 Million
Q2 2023

May 20, 2024

SELL
$57.65 - $68.84 $8,359 - $9,981
-145 Reduced 0.91%
15,804 $1.09 Million
Q1 2023

Apr 24, 2023

BUY
$53.43 - $61.96 $41,621 - $48,266
779 Added 5.14%
15,949 $915,000
Q4 2022

Apr 24, 2023

BUY
$55.05 - $63.71 $402,855 - $466,229
7,318 Added 93.2%
15,170 $864,000
Q3 2022

Apr 24, 2023

BUY
$58.3 - $68.14 $152,920 - $178,731
2,623 Added 50.16%
7,852 $474,000
Q2 2022

Aug 22, 2022

BUY
$53.28 - $73.4 $278,601 - $383,808
5,229 New
5,229 $305,000

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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