Purchases and Sales Made in Q1 2023 in Brown & Brown, Inc. (BRO)
This table provides information about the institutional ownership of Brown & Brown, Inc. (BRO) during Q1 2023. The information is specifically focused on institutions that hold shares of BROWN & BROWN, INC..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
2.43K+ 13.92% |
$130K - $151K
|
19.9K
$2.07M
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
2.41K+ 7.48% |
$129K - $149K
|
34.7K
$3.6M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.41K+ 3.8% |
$129K - $149K
|
65.8K
$6.84M
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.39K+ 1.5% |
$127K - $148K
|
162K
$16.8M
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
2.3K+ 2.1% |
$123K - $143K
|
112K
$11.6M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.22K+ 5.8% |
$118K - $137K
|
40.4K
$4.19M
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
2.21K+ 1.66% |
$118K - $137K
|
135K
$14.1M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.12K+ 1.77% |
$113K - $131K
|
122K
$12.7M
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.11K+ 0.44% |
$113K - $131K
|
476K
$49.5M
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
2.03K+ 2.99% |
$109K - $126K
|
70K
$7.27M
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.03K+ 4.78% |
$108K - $126K
|
44.5K
$4.62M
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.97K+ 42.77% |
$105K - $122K
|
6.58K
$684K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.97K+ 2.71% |
$105K - $122K
|
74.6K
$7.75M
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
1.94K+ 36.44% |
$104K - $120K
|
7.27K
$755K
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.94K+ 28.98% |
$103K - $120K
|
8.62K
$895K
|
|
May 09, 2023
Q1 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1.86KNew |
$99.2K - $115K
|
1.86K
$193K
|
|
May 02, 2023
Q1 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
BUY
|
- |
1.86K+ 12.58% |
$99.2K - $115K
|
16.6K
$1.73M
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.78K+ 10.68% |
$95.3K - $110K
|
18.5K
$1.92M
|
|
May 15, 2023
Q1 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
1.77K+ 14.09% |
$94.5K - $110K
|
14.3K
$1.49M
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.7K+ 3.47% |
$91K - $106K
|
50.8K
$5.27M
|
|
Apr 28, 2023
Q1 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
1.53K+ 3.73% |
$81.5K - $94.5K
|
42.4K
$4.41M
|
|
May 17, 2024
Q1 2023
|
Cim, LLC
|
BUY
|
- |
1.51K+ 10.16% |
$80.5K - $93.4K
|
16.3K
$1.7M
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.46K+ 22.96% |
$78.2K - $90.7K
|
7.84K
$814K
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
1.42K+ 1.07% |
$75.7K - $87.7K
|
133K
$13.8M
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
1.42K+ 1.07% |
$75.7K - $87.7K
|
133K
$13.8M
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.37K+ 35.15% |
$73.3K - $85K
|
5.28K
$548K
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.34K+ 12.59% |
$71.5K - $82.9K
|
12K
$1.24M
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.3K+ 25.25% |
$69.6K - $80.7K
|
6.46K
$671K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.29K+ 6.33% |
$68.9K - $79.9K
|
21.7K
$2.25M
|
|
Apr 26, 2023
Q1 2023
|
Tributary Capital Management, LLC
|
BUY
|
- |
1.19K+ 7.33% |
$63.6K - $73.8K
|
17.4K
$1.81M
|
|
May 12, 2023
Q1 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
1.19K+ 3.39% |
$63.5K - $73.7K
|
36.2K
$3.76M
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.09K+ 2.2% |
$58.3K - $67.6K
|
50.6K
$5.26M
|
|
Jul 10, 2023
Q1 2023
|
Triad Investment Management
|
BUY
|
- |
1.09K+ 3.42% |
$58K - $67.2K
|
32.8K
$3.4M
|
|
May 08, 2023
Q1 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
1.07K+ 3.81% |
$57.2K - $66.3K
|
29.2K
$3.03M
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.07K+ 5.8% |
$57.1K - $66.2K
|
19.5K
$2.02M
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
1.06KNew |
$56.4K - $65.4K
|
1.06K
$110K
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.04K+ 10.62% |
$55.5K - $64.3K
|
10.8K
$1.12M
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.03K+ 13.65% |
$55.1K - $63.9K
|
8.58K
$891K
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
BUY
|
- |
1.02K+ 0.47% |
$54.3K - $63K
|
218K
$22.7M
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1K+ 18.62% |
$53.6K - $62.1K
|
6.39K
$663K
|
|
May 15, 2023
Q1 2023
|
Covey Capital Advisors, LLC
Atlanta, GA |
BUY
|
- |
990+ 2.92% |
$52.9K - $61.3K
|
34.9K
$3.62M
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
900+ 9.68% |
$48.1K - $55.8K
|
10.2K
$1.06M
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
886+ 2.77% |
$47.3K - $54.9K
|
32.8K
$3.41M
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
886+ 11.89% |
$47.3K - $54.9K
|
8.34K
$866K
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
832+ 16.56% |
$44.5K - $51.6K
|
5.86K
$608K
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
821New |
$43.9K - $50.9K
|
821
$85.3K
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
BUY
|
- |
807New |
$43.1K - $50K
|
807
$83.8K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
802+ 38.56% |
$42.9K - $49.7K
|
2.88K
$299K
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
791+ 3.59% |
$42.3K - $49K
|
22.8K
$2.37M
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
790+ 2.54% |
$42.2K - $48.9K
|
31.9K
$3.31M
|