Purchases and Sales Made in Q2 2023 in Brown & Brown, Inc. (BRO)
This table provides information about the institutional ownership of Brown & Brown, Inc. (BRO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
9.47K+ 8.13% |
$546K - $652K
|
126K
$13.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
9.34KNew |
$539K - $643K
|
9.34K
$970K
|
|
|
Aug 11, 2023
Q2 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
9.33K+ 0.18% |
$538K - $642K
|
5.3M
$550M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.25K+ 8.67% |
$533K - $636K
|
116K
$12M
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
9.17K+ 4.44% |
$529K - $631K
|
216K
$22.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.13KNew |
$526K - $628K
|
9.13K
$948K
|
|
|
Aug 14, 2023
Q2 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
9.02KNew |
$520K - $621K
|
9.02K
$937K
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
8.92K+ 7.9% |
$514K - $614K
|
122K
$12.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
8.75KNew |
$504K - $602K
|
8.75K
$908K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
8.67K+ 6616.03% |
$500K - $597K
|
8.8K
$914K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.57KNew |
$494K - $590K
|
8.57K
$890K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.5K+ 2.51% |
$490K - $585K
|
347K
$36M
|
|
|
Jul 24, 2023
Q2 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
8.3K+ 6.75% |
$478K - $571K
|
131K
$13.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
8.15KNew |
$470K - $561K
|
8.15K
$847K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
8.05K+ 5.69% |
$464K - $554K
|
150K
$15.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.86KNew |
$453K - $541K
|
7.86K
$816K
|
|
|
Jul 28, 2023
Q2 2023
|
Q3 Asset Management
|
BUY
|
- |
7.63KNew |
$440K - $525K
|
7.63K
$792K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.55K+ 203.26% |
$435K - $520K
|
11.3K
$1.17M
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
BUY
|
- |
7.36K+ 22.41% |
$424K - $507K
|
40.2K
$4.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
7.3KNew |
$421K - $503K
|
7.3K
$758K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.08K+ 18.2% |
$408K - $488K
|
46K
$4.78M
|
|
|
Jul 14, 2023
Q2 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
6.97KNew |
$402K - $479K
|
6.97K
$723K
|
|
|
Aug 14, 2023
Q2 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
6.89KNew |
$397K - $474K
|
6.89K
$715K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
6.61K+ 5.15% |
$381K - $455K
|
135K
$14M
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
6.18K+ 18.1% |
$356K - $426K
|
40.3K
$4.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
6.08KNew |
$351K - $419K
|
6.08K
$632K
|
|
|
Aug 14, 2023
Q2 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
6.07K+ 54.22% |
$350K - $418K
|
17.3K
$1.79M
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
5.96KNew |
$343K - $410K
|
5.96K
$619K
|
|
|
Aug 02, 2023
Q2 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
5.8K+ 5.99% |
$334K - $399K
|
103K
$10.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Close Asset Management LTD
|
BUY
|
- |
5.72K+ 0.44% |
$330K - $394K
|
1.31M
$136M
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
5.7K+ 1.4% |
$328K - $392K
|
413K
$42.9M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
5.68K+ 43.74% |
$327K - $391K
|
18.7K
$1.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
5.15KNew |
$297K - $354K
|
5.15K
$535K
|
|
|
Aug 03, 2023
Q2 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
4.95K+ 8.61% |
$285K - $340K
|
62.4K
$6.48M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
4.77K+ 55.67% |
$275K - $328K
|
13.3K
$1.38M
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
BUY
|
- |
4.73K+ 0.39% |
$273K - $326K
|
1.23M
$127M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.73K+ 21.83% |
$273K - $326K
|
26.4K
$2.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.58K+ 48.82% |
$264K - $315K
|
14K
$1.45M
|
|
|
Jul 26, 2023
Q2 2023
|
Oak Thistle LLC
|
BUY
|
- |
4.52K+ 81.83% |
$261K - $311K
|
10K
$1.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
4.13K+ 4.04% |
$238K - $284K
|
107K
$11.1M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
4.13K+ 3.05% |
$238K - $284K
|
139K
$14.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
4.02K+ 10.79% |
$232K - $277K
|
41.3K
$4.29M
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.98K+ 1.36% |
$229K - $274K
|
296K
$30.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.92KNew |
$226K - $270K
|
3.92K
$407K
|
|
|
Aug 10, 2023
Q2 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.84K+ 206.57% |
$221K - $264K
|
5.69K
$591K
|
|
|
Aug 11, 2023
Q2 2023
|
Carmignac Gestion
Paris, I0 |
BUY
|
- |
3.79K+ 9.36% |
$219K - $261K
|
44.3K
$4.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.78KNew |
$218K - $260K
|
3.78K
$392K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.76K+ 43.89% |
$217K - $259K
|
12.3K
$1.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
3.75K+ 1.66% |
$216K - $258K
|
229K
$23.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.5K+ 1.93% |
$202K - $241K
|
185K
$19.2M
|