A detailed history of Wealthspire Advisors, LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 2,095 shares of BRO stock, worth $169,066. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,095
Previous 2,374 11.75%
Holding current value
$169,066
Previous $263,000 25.48%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2025

SELL
$90.88 - $108.93 $25,355 - $30,391
-279 Reduced 11.75%
2,095 $196,000
Q2 2025

Aug 11, 2025

BUY
$104.48 - $124.43 $27,164 - $32,351
260 Added 12.3%
2,374 $263,000
Q1 2025

May 09, 2025

BUY
$100.54 - $124.4 $2,111 - $2,612
21 Added 1.0%
2,114 $262,000
Q4 2024

Feb 03, 2025

BUY
$100.93 - $113.42 $8,478 - $9,527
84 Added 4.18%
2,093 $213,000
Q3 2024

Nov 13, 2024

BUY
$89.11 - $105.82 $179,021 - $212,592
2,009 New
2,009 $208,000

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
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