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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
156+ 2.97% |
$8.99K - $10.7K
|
5.42K
$562K
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
142+ 2.09% |
$8.19K - $9.78K
|
6.95K
$722K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
129+ 195.45% |
$7.44K - $8.88K
|
195
$20.3K
|
|
|
May 17, 2024
Q2 2023
|
Cim, LLC
|
BUY
|
- |
120+ 0.81% |
$6.92K - $8.26K
|
15K
$1.55M
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
119+ 2.15% |
$6.86K - $8.19K
|
5.65K
$587K
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
117+ 0.54% |
$6.75K - $8.05K
|
21.7K
$2.25M
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
111New |
$6.4K - $7.64K
|
111
$11.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
110New |
$6.34K - $7.57K
|
110
$11.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
105+ 0.1% |
$6.05K - $7.23K
|
107K
$11.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
103+ 1.95% |
$5.94K - $7.09K
|
5.38K
$559K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
102+ 9.9% |
$5.88K - $7.02K
|
1.13K
$118K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
100New |
$5.77K - $6.88K
|
100
$10.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
96+ 0.93% |
$5.53K - $6.61K
|
10.5K
$1.09M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
96+ 69.06% |
$5.53K - $6.61K
|
235
$24.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
87+ 1.04% |
$5.02K - $5.99K
|
8.45K
$878K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
84New |
$4.84K - $5.78K
|
84
$8.72K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
84+ 0.61% |
$4.84K - $5.78K
|
13.8K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
79+ 23.3% |
$4.55K - $5.44K
|
418
$43.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
78+ 1.56% |
$4.5K - $5.37K
|
5.07K
$526K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
77+ 1.1% |
$4.44K - $5.3K
|
7.07K
$734K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
72+ 1.08% |
$4.15K - $4.96K
|
6.75K
$701K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
69+ 14.97% |
$3.98K - $4.75K
|
530
$55K
|
|
|
Aug 11, 2023
Q2 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
63+ 0.4% |
$3.63K - $4.34K
|
15.7K
$1.63M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
55+ 0.16% |
$3.17K - $3.79K
|
33.5K
$3.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
54+ 2.76% |
$3.11K - $3.72K
|
2.01K
$209K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
54+ 0.11% |
$3.11K - $3.72K
|
50.7K
$5.26M
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
54New |
$3.11K - $3.72K
|
54
$5.61K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
53+ 3.42% |
$3.06K - $3.65K
|
1.6K
$166K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
53+ 3.42% |
$3.06K - $3.65K
|
1.6K
$166K
|
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
50+ 0.29% |
$2.88K - $3.44K
|
17.1K
$1.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
38+ 0.51% |
$2.19K - $2.62K
|
7.43K
$771K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
37+ 0.77% |
$2.13K - $2.55K
|
4.82K
$501K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
36+ 3.0% |
$2.08K - $2.48K
|
1.24K
$128K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
35New |
$2.02K - $2.41K
|
35
$3.63K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
34+ 0.39% |
$1.96K - $2.34K
|
8.69K
$903K
|
|
|
Aug 14, 2023
Q2 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
25+ 0.08% |
$1.44K - $1.72K
|
32.1K
$3.33M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
23+ 0.02% |
$1.33K - $1.58K
|
123K
$12.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
21+ 53.85% |
$1.21K - $1.45K
|
60
$6.23K
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
21+ 0.46% |
$1.21K - $1.45K
|
4.59K
$477K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
19+ 0.4% |
$1.1K - $1.31K
|
4.73K
$491K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
13+ 1.86% |
$749 - $895
|
711
$73.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
13+ 0.16% |
$749 - $895
|
8.24K
$856K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
12+ 21.05% |
$692 - $826
|
69
$7.17K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
10+ 0.08% |
$577 - $688
|
12.2K
$1.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
10+ 2.66% |
$577 - $688
|
386
$40.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9New |
$519 - $620
|
9
$935
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
9+ 0.22% |
$519 - $620
|
4.06K
$422K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 21.62% |
$461 - $551
|
45
$4.67K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8+ 5.26% |
$461 - $551
|
160
$16.6K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
7+ 1.19% |
$404 - $482
|
596
$61.9K
|