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 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
625New |
$43.4K - $54.7K
|
625
$64.9K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
611+ 16.95% |
$42.4K - $53.5K
|
4.22K
$438K
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
600New |
$41.7K - $52.5K
|
600
$62.3K
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
574+ 8.8% |
$39.9K - $50.2K
|
7.1K
$737K
|
|
|
Jun 14, 2024
Q1 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
546+ 4.89% |
$37.9K - $47.8K
|
11.7K
$1.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
543+ 14.11% |
$37.7K - $47.5K
|
4.39K
$456K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
529+ 16.66% |
$36.7K - $46.3K
|
3.71K
$385K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
528+ 15.63% |
$36.7K - $46.2K
|
3.91K
$406K
|
|
|
Jul 01, 2024
Q1 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
517+ 10.75% |
$35.9K - $45.3K
|
5.33K
$553K
|
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
509New |
$35.4K - $44.6K
|
509
$52.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
506+ 5.23% |
$35.1K - $44.3K
|
10.2K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Heron Bay Capital Management
|
BUY
|
- |
487+ 0.44% |
$33.8K - $42.6K
|
110K
$11.4M
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
476+ 16.2% |
$33.1K - $41.7K
|
3.42K
$355K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
474+ 6.45% |
$32.9K - $41.5K
|
7.82K
$812K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
465+ 7.99% |
$32.3K - $40.7K
|
6.29K
$653K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
457New |
$31.7K - $40K
|
457
$47.5K
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
447+ 2.04% |
$31K - $39.1K
|
22.3K
$2.32M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
418+ 12.6% |
$29K - $36.6K
|
3.74K
$388K
|
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
414+ 1.13% |
$28.8K - $36.2K
|
37.2K
$3.86M
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
409New |
$28.4K - $35.8K
|
409
$42.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
376+ 1.96% |
$26.1K - $32.9K
|
19.5K
$2.03M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
364+ 4.16% |
$25.3K - $31.9K
|
9.12K
$947K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
360New |
$25K - $31.5K
|
360
$37.4K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
355+ 3.26% |
$24.7K - $31.1K
|
11.2K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
345+ 4.15% |
$24K - $30.2K
|
8.66K
$899K
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
341+ 10.76% |
$23.7K - $29.9K
|
3.51K
$364K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
333+ 111.0% |
$23.1K - $29.2K
|
633
$65.7K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
319+ 1.78% |
$22.2K - $27.9K
|
18.3K
$1.9M
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
280+ 0.42% |
$19.4K - $24.5K
|
66.5K
$6.91M
|
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
279+ 0.21% |
$19.4K - $24.4K
|
136K
$14.1M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
260+ 25.79% |
$18.1K - $22.8K
|
1.27K
$132K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
238+ 6.05% |
$16.5K - $20.8K
|
4.17K
$433K
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
211+ 0.13% |
$14.7K - $18.5K
|
164K
$17M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
198+ 1.46% |
$13.8K - $17.3K
|
13.7K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
198+ 1.52% |
$13.8K - $17.3K
|
13.2K
$1.37M
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
191+ 0.46% |
$13.3K - $16.7K
|
41.6K
$4.32M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
164+ 3.71% |
$11.4K - $14.4K
|
4.58K
$476K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
159+ 25.08% |
$11K - $13.9K
|
793
$82.4K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
158New |
$11K - $13.8K
|
158
$16.4K
|
|
|
May 14, 2024
Q1 2024
|
Close Asset Management LTD
|
BUY
|
- |
157+ 0.01% |
$10.9K - $13.7K
|
1.33M
$138M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
151New |
$10.5K - $13.2K
|
151
$15.7K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
151+ 1.56% |
$10.5K - $13.2K
|
9.81K
$1.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
150+ 3.75% |
$10.4K - $13.1K
|
4.15K
$431K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
144+ 0.65% |
$10K - $12.6K
|
22.1K
$2.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
141+ 1.8% |
$9.79K - $12.3K
|
7.95K
$826K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
140New |
$9.72K - $12.3K
|
140
$14.5K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
132New |
$9.17K - $11.6K
|
132
$13.7K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
131+ 2.01% |
$9.1K - $11.5K
|
6.66K
$691K
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
130+ 0.1% |
$9.03K - $11.4K
|
136K
$14.1M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
130+ 7.75% |
$9.03K - $11.4K
|
1.81K
$188K
|