Purchases and Sales Made in Q1 2024 in Brown & Brown, Inc. (BRO)
This table provides information about the institutional ownership of Brown & Brown, Inc. (BRO) during Q1 2024. 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 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-640- 0.76% |
$44.4K - $56K
|
83.1K
$9.21M
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-654- 18.07% |
$45.4K - $57.3K
|
2.97K
$329K
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-655- 1.6% |
$45.5K - $57.3K
|
40.4K
$4.48M
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-675- 1.59% |
$46.9K - $59.1K
|
41.8K
$4.64M
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-683- 11.91% |
$47.4K - $59.8K
|
5.05K
$560K
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-745- 39.36% |
$51.7K - $65.2K
|
1.15K
$127K
|
|
Apr 08, 2025
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-747- 19.9% |
$51.9K - $65.4K
|
3.01K
$333K
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-768- 6.41% |
$53.3K - $67.2K
|
11.2K
$1.24M
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-870- 15.23% |
$60.4K - $76.2K
|
4.84K
$537K
|
|
May 28, 2024
Q1 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-920- 4.55% |
$63.9K - $80.5K
|
19.3K
$2.14M
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-935- 17.98% |
$64.9K - $81.8K
|
4.26K
$473K
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-950- 11.09% |
$66K - $83.2K
|
7.62K
$845K
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-961- 5.08% |
$66.7K - $84.1K
|
17.9K
$1.99M
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-996- 2.47% |
$69.2K - $87.2K
|
39.3K
$4.36M
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
SELL
|
- |
-1K- 0.45% |
$69.7K - $87.9K
|
223K
$24.7M
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.04K- 48.16% |
$71.9K - $90.6K
|
1.11K
$124K
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.05K- 7.0% |
$72.6K - $91.5K
|
13.9K
$1.54M
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-1.13K- 7.83% |
$78.3K - $98.7K
|
13.3K
$1.47M
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.17K- 0.88% |
$81K - $102K
|
131K
$14.5M
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-1.19K- 5.33% |
$82.8K - $104K
|
21.2K
$2.35M
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.2K- 12.55% |
$83.2K - $105K
|
8.35K
$926K
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.23K- 3.67% |
$85.6K - $108K
|
32.4K
$3.59M
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-1.24K- 0.35% |
$86.3K - $109K
|
357K
$39.6M
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.25K- 4.83% |
$86.8K - $109K
|
24.6K
$2.73M
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.32K- 23.67% |
$91.9K - $116K
|
4.27K
$473K
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-1.33K- 4.05% |
$92.1K - $116K
|
31.4K
$3.48M
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-1.37K- 1.03% |
$94.9K - $120K
|
132K
$14.6M
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.41K- 1.28% |
$97.6K - $123K
|
109K
$12M
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.49K- 5.55% |
$104K - $131K
|
25.4K
$2.82M
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.63K- 5.11% |
$113K - $143K
|
30.4K
$3.37M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.63K- 0.33% |
$113K - $143K
|
490K
$54.3M
|
|
May 07, 2024
Q1 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-1.64K- 8.34% |
$114K - $144K
|
18K
$2M
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.7K- 12.5% |
$118K - $149K
|
11.9K
$1.32M
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.72KClosed |
$120K - $151K
|
0
$0
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.77K- 40.55% |
$123K - $155K
|
2.59K
$287K
|
|
Apr 23, 2024
Q1 2024
|
Speece Thorson Capital Group Inc
|
SELL
|
- |
-1.8K- 1.29% |
$125K - $157K
|
137K
$15.2M
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.82K- 17.57% |
$126K - $159K
|
8.53K
$946K
|
|
Apr 12, 2024
Q1 2024
|
Triad Investment Management
|
SELL
|
- |
-1.86K- 4.85% |
$129K - $163K
|
36.5K
$4.04M
|
|
May 08, 2024
Q1 2024
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-1.87K- 23.77% |
$130K - $164K
|
6K
$665K
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.96K- 7.46% |
$136K - $171K
|
24.3K
$2.69M
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-2K- 23.51% |
$139K - $175K
|
6.51K
$721K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.27K- 6.07% |
$158K - $199K
|
35.1K
$3.89M
|
|
May 13, 2024
Q1 2024
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-2.34K- 1.53% |
$163K - $205K
|
151K
$16.7M
|
|
Apr 25, 2024
Q1 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-2.5K- 2.24% |
$174K - $219K
|
109K
$12.1M
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.52K- 7.75% |
$175K - $221K
|
30K
$3.32M
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-2.54K- 34.17% |
$176K - $222K
|
4.89K
$542K
|
|
May 08, 2024
Q1 2024
|
Kbc Group Nv
|
SELL
|
- |
-2.8K- 6.55% |
$194K - $245K
|
39.9K
$4.43M
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-3.03K- 9.67% |
$210K - $265K
|
28.3K
$3.13M
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.29K- 10.44% |
$228K - $288K
|
28.2K
$3.12M
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.37K- 8.33% |
$234K - $295K
|
37.1K
$4.11M
|