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
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
3.45KNew |
$199K - $237K
|
3.45K
$358K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.39KNew |
$195K - $233K
|
3.39K
$352K
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
3.24KNew |
$187K - $223K
|
3.24K
$336K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.23KNew |
$186K - $222K
|
3.23K
$336K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.21K+ 4.31% |
$185K - $221K
|
77.8K
$8.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.2KNew |
$185K - $221K
|
3.2K
$333K
|
|
|
Aug 14, 2023
Q2 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
3.2KNew |
$185K - $220K
|
3.2K
$333K
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
3.1KNew |
$179K - $213K
|
3.1K
$322K
|
|
|
Aug 14, 2023
Q2 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
3.08K+ 21.12% |
$177K - $212K
|
17.6K
$1.83M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.07K+ 0.26% |
$177K - $211K
|
1.21M
$125M
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
3.07KNew |
$177K - $211K
|
3.07K
$319K
|
|
|
Jul 28, 2023
Q2 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
3.03K+ 8.27% |
$175K - $209K
|
39.6K
$4.12M
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
2.98KNew |
$172K - $205K
|
2.98K
$310K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.97KNew |
$171K - $205K
|
2.97K
$309K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
2.95K+ 18.11% |
$170K - $203K
|
19.2K
$2M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.94KNew |
$169K - $202K
|
2.94K
$305K
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.92KNew |
$168K - $201K
|
2.92K
$303K
|
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.91K+ 2.4% |
$168K - $200K
|
124K
$12.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2.9K+ 4.29% |
$167K - $199K
|
70.4K
$7.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.83K+ 68.42% |
$163K - $194K
|
6.95K
$722K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.79K+ 1.36% |
$161K - $192K
|
208K
$21.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.65K+ 47.27% |
$153K - $183K
|
8.27K
$858K
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.23K+ 3.64% |
$129K - $154K
|
63.6K
$6.61M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.97K+ 203.41% |
$114K - $136K
|
2.94K
$305K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.94K+ 158.61% |
$112K - $133K
|
3.16K
$328K
|
|
|
Aug 14, 2023
Q2 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.9K+ 0.48% |
$110K - $131K
|
395K
$41M
|
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.86KNew |
$107K - $128K
|
1.86K
$194K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.83K+ 12.32% |
$106K - $126K
|
16.7K
$1.73M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.83K+ 21.93% |
$105K - $126K
|
10.2K
$1.06M
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.81K+ 48.23% |
$105K - $125K
|
5.57K
$579K
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.81K+ 26.28% |
$104K - $124K
|
8.67K
$901K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.73K+ 26.33% |
$99.9K - $119K
|
8.32K
$864K
|
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.7KNew |
$98K - $117K
|
1.7K
$177K
|
|
|
Aug 10, 2023
Q2 2023
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
1.7K+ 0.59% |
$98K - $117K
|
289K
$30M
|
|
|
Aug 07, 2023
Q2 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
1.66K+ 3.74% |
$95.5K - $114K
|
46K
$4.77M
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
1.64K+ 14.98% |
$94.7K - $113K
|
12.6K
$1.31M
|
|
|
Jul 31, 2023
Q2 2023
|
Tobam
|
BUY
|
- |
1.55K+ 155.61% |
$89.5K - $107K
|
2.55K
$265K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.53K+ 9.12% |
$87.9K - $105K
|
18.3K
$1.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.41K+ 2.15% |
$81.5K - $97.3K
|
67.3K
$6.99M
|
|
|
Aug 08, 2023
Q2 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
1.39K+ 4.75% |
$79.8K - $95.3K
|
30.5K
$3.17M
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
1.27K+ 1.98% |
$73.4K - $87.6K
|
65.5K
$6.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.23KNew |
$70.7K - $84.4K
|
1.23K
$127K
|
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.21K+ 3.04% |
$69.8K - $83.4K
|
41.1K
$4.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.14K+ 11.36% |
$65.4K - $78.1K
|
11.1K
$1.16M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.08K+ 3.29% |
$62K - $74K
|
33.8K
$3.51M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.03K+ 16.42% |
$59.3K - $70.8K
|
7.3K
$758K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.01K+ 4.59% |
$58.2K - $69.5K
|
23K
$2.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
1K+ 19.8% |
$57.7K - $68.8K
|
6.05K
$628K
|
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
BUY
|
- |
983+ 9.17% |
$56.7K - $67.7K
|
11.7K
$1.22M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
966+ 5.28% |
$55.7K - $66.5K
|
19.2K
$2M
|