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 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
129+ 0.25% |
$8.96K - $11.3K
|
51.9K
$5.39M
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
125+ 0.49% |
$8.68K - $10.9K
|
25.6K
$2.66M
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
125+ 3.25% |
$8.68K - $10.9K
|
3.97K
$412K
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
123New |
$8.54K - $10.8K
|
123
$12.8K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
116New |
$8.06K - $10.2K
|
116
$12K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
110+ 6.89% |
$7.64K - $9.63K
|
1.71K
$177K
|
|
May 13, 2024
Q1 2024
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
103+ 52.55% |
$7.15K - $9.02K
|
299
$31.1K
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.15% |
$6.95K - $8.75K
|
64.8K
$6.72M
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
97+ 0.35% |
$6.74K - $8.49K
|
27.6K
$2.86M
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
BUY
|
- |
97+ 0.03% |
$6.74K - $8.49K
|
375K
$38.9M
|
|
May 15, 2024
Q1 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
95+ 2.41% |
$6.6K - $8.32K
|
4.04K
$420K
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
94New |
$6.53K - $8.23K
|
94
$9.76K
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
88+ 80.0% |
$6.11K - $7.7K
|
198
$20.6K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
86+ 2.82% |
$5.97K - $7.53K
|
3.14K
$326K
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
84New |
$5.83K - $7.35K
|
84
$8.72K
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
81+ 2.63% |
$5.63K - $7.09K
|
3.16K
$328K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
77+ 0.15% |
$5.35K - $6.74K
|
52.1K
$5.41M
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
71+ 2.34% |
$4.93K - $6.22K
|
3.11K
$323K
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
70+ 0.14% |
$4.86K - $6.13K
|
50.1K
$5.2M
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
69+ 1.84% |
$4.79K - $6.04K
|
3.81K
$396K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
69+ 0.36% |
$4.79K - $6.04K
|
19.1K
$1.98M
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
69New |
$4.79K - $6.04K
|
69
$7.17K
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
67+ 2.03% |
$4.65K - $5.87K
|
3.36K
$349K
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
57+ 0.12% |
$3.96K - $4.99K
|
48.8K
$5.07M
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
56+ 0.54% |
$3.89K - $4.9K
|
10.4K
$1.08M
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
55+ 19.03% |
$3.82K - $4.81K
|
344
$35.7K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
53+ 9.38% |
$3.68K - $4.64K
|
618
$64.2K
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
53New |
$3.68K - $4.64K
|
53
$5.5K
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
52+ 1.47% |
$3.61K - $4.55K
|
3.58K
$372K
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
51+ 0.23% |
$3.54K - $4.46K
|
22.1K
$2.29M
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
45+ 7.73% |
$3.13K - $3.94K
|
627
$65.1K
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
44New |
$3.06K - $3.85K
|
44
$4.57K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
40+ 10.42% |
$2.78K - $3.5K
|
424
$44K
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
35New |
$2.43K - $3.06K
|
35
$3.63K
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
33New |
$2.29K - $2.89K
|
33
$3.43K
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
30+ 0.9% |
$2.08K - $2.63K
|
3.36K
$349K
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
28+ 107.69% |
$1.94K - $2.45K
|
54
$5.61K
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
26+ 0.24% |
$1.81K - $2.28K
|
10.8K
$1.13M
|
|
Apr 12, 2024
Q1 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
26+ 0.56% |
$1.81K - $2.28K
|
4.64K
$482K
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
25+ 500.0% |
$1.74K - $2.19K
|
30
$3.12K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
23New |
$1.6K - $2.01K
|
23
$2.39K
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
23+ 29.11% |
$1.6K - $2.01K
|
102
$10.6K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20+ 12.12% |
$1.39K - $1.75K
|
185
$19.2K
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
20+ 0.25% |
$1.39K - $1.75K
|
8.04K
$835K
|
|
May 10, 2024
Q1 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
19New |
$1.32K - $1.66K
|
19
$1.97K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18+ 1.16% |
$1.25K - $1.58K
|
1.56K
$162K
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
18+ 900.0% |
$1.25K - $1.58K
|
20
$2.08K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
18+ 0.24% |
$1.25K - $1.58K
|
7.5K
$778K
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
17+ 0.31% |
$1.18K - $1.49K
|
5.56K
$577K
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
15+ 0.2% |
$1.04K - $1.31K
|
7.64K
$793K
|