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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
656+ 12.51% |
$45.6K - $57.4K
|
5.9K
$654K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
654+ 128.49% |
$45.4K - $57.3K
|
1.16K
$129K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
649+ 13.6% |
$45.1K - $56.8K
|
5.42K
$601K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
643+ 7.49% |
$44.7K - $56.3K
|
9.23K
$1.02M
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
633+ 20.68% |
$44K - $55.4K
|
3.69K
$410K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
625New |
$43.4K - $54.7K
|
625
$69.3K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
611+ 16.95% |
$42.4K - $53.5K
|
4.22K
$467K
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
600New |
$41.7K - $52.5K
|
600
$66.5K
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
574+ 8.8% |
$39.9K - $50.2K
|
7.1K
$787K
|
|
|
Jun 14, 2024
Q1 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
546+ 4.89% |
$37.9K - $47.8K
|
11.7K
$1.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
543+ 14.11% |
$37.7K - $47.5K
|
4.39K
$487K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
529+ 16.66% |
$36.7K - $46.3K
|
3.71K
$411K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
528+ 15.63% |
$36.7K - $46.2K
|
3.91K
$433K
|
|
|
Jul 01, 2024
Q1 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
517+ 10.75% |
$35.9K - $45.3K
|
5.33K
$591K
|
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
509New |
$35.4K - $44.6K
|
509
$56.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
506+ 5.23% |
$35.1K - $44.3K
|
10.2K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Heron Bay Capital Management
|
BUY
|
- |
487+ 0.44% |
$33.8K - $42.6K
|
110K
$12.2M
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
476+ 16.2% |
$33.1K - $41.7K
|
3.42K
$379K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
474+ 6.45% |
$32.9K - $41.5K
|
7.82K
$867K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
465+ 7.99% |
$32.3K - $40.7K
|
6.29K
$697K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
457New |
$31.7K - $40K
|
457
$50.7K
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
447+ 2.04% |
$31K - $39.1K
|
22.3K
$2.47M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
418+ 12.6% |
$29K - $36.6K
|
3.74K
$414K
|
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
414+ 1.13% |
$28.8K - $36.2K
|
37.2K
$4.12M
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
409New |
$28.4K - $35.8K
|
409
$45.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
376+ 1.96% |
$26.1K - $32.9K
|
19.5K
$2.17M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
364+ 4.16% |
$25.3K - $31.9K
|
9.12K
$1.01M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
360New |
$25K - $31.5K
|
360
$39.9K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
355+ 3.26% |
$24.7K - $31.1K
|
11.2K
$1.25M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
345+ 4.15% |
$24K - $30.2K
|
8.66K
$960K
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
341+ 10.76% |
$23.7K - $29.9K
|
3.51K
$389K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
333+ 111.0% |
$23.1K - $29.2K
|
633
$70.2K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
319+ 1.78% |
$22.2K - $27.9K
|
18.3K
$2.03M
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
280+ 0.42% |
$19.4K - $24.5K
|
66.5K
$7.38M
|
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
279+ 0.21% |
$19.4K - $24.4K
|
136K
$15.1M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
260+ 25.79% |
$18.1K - $22.8K
|
1.27K
$141K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
238+ 6.05% |
$16.5K - $20.8K
|
4.17K
$463K
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
211+ 0.13% |
$14.7K - $18.5K
|
164K
$18.1M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
198+ 1.46% |
$13.8K - $17.3K
|
13.7K
$1.52M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
198+ 1.52% |
$13.8K - $17.3K
|
13.2K
$1.47M
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
191+ 0.46% |
$13.3K - $16.7K
|
41.6K
$4.61M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
164+ 3.71% |
$11.4K - $14.4K
|
4.58K
$508K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
159+ 25.08% |
$11K - $13.9K
|
793
$87.9K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
158New |
$11K - $13.8K
|
158
$17.5K
|
|
|
May 14, 2024
Q1 2024
|
Close Asset Management LTD
|
BUY
|
- |
157+ 0.01% |
$10.9K - $13.7K
|
1.33M
$148M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
151New |
$10.5K - $13.2K
|
151
$16.7K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
151+ 1.56% |
$10.5K - $13.2K
|
9.81K
$1.09M
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
150+ 3.75% |
$10.4K - $13.1K
|
4.15K
$460K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
144+ 0.65% |
$10K - $12.6K
|
22.1K
$2.45M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
141+ 1.8% |
$9.79K - $12.3K
|
7.95K
$882K
|