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 14, 2023
Q2 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-1.87K- 1.93% |
$108K - $129K
|
95.2K
$9.89M
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-1.91K- 24.39% |
$110K - $132K
|
5.93K
$616K
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.94K- 1.34% |
$112K - $134K
|
143K
$14.8M
|
|
Aug 11, 2023
Q2 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-1.94K- 8.49% |
$112K - $134K
|
21K
$2.18M
|
|
Aug 03, 2023
Q2 2023
|
Speece Thorson Capital Group Inc
|
SELL
|
- |
-2.07K- 1.06% |
$120K - $143K
|
193K
$20M
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-2.08K- 52.42% |
$120K - $143K
|
1.88K
$196K
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.28K- 7.62% |
$131K - $157K
|
27.6K
$2.86M
|
|
Jul 25, 2023
Q2 2023
|
Fenimore Asset Management Inc
|
SELL
|
- |
-2.3K- 0.08% |
$132K - $158K
|
2.7M
$281M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.37K- 5.4% |
$136K - $163K
|
41.5K
$4.3M
|
|
Jul 14, 2023
Q2 2023
|
Spring Capital Management, LLC
|
SELL
|
- |
-2.66K- 2.59% |
$153K - $183K
|
100K
$10.4M
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-2.85K- 8.0% |
$164K - $196K
|
32.8K
$3.4M
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-2.98K- 5.39% |
$172K - $205K
|
52.3K
$5.44M
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-2.98K- 41.01% |
$172K - $205K
|
4.29K
$445K
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3.04K- 28.06% |
$175K - $209K
|
7.78K
$808K
|
|
Jul 24, 2023
Q2 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-3.21K- 9.93% |
$185K - $221K
|
29.2K
$3.03M
|
|
Jul 19, 2023
Q2 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-3.33K- 16.52% |
$192K - $229K
|
16.8K
$1.74M
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-3.39K- 7.97% |
$195K - $233K
|
39.1K
$4.06M
|
|
Aug 15, 2023
Q2 2023
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-3.42K- 0.88% |
$197K - $235K
|
384K
$39.9M
|
|
Aug 11, 2023
Q2 2023
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-3.55K- 4.17% |
$204K - $244K
|
81.4K
$8.45M
|
|
Aug 07, 2023
Q2 2023
|
Lindenwold Advisors
|
SELL
|
- |
-3.64K- 21.14% |
$210K - $250K
|
13.6K
$1.41M
|
|
Aug 11, 2023
Q2 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-3.68K- 4.65% |
$212K - $253K
|
75.5K
$7.84M
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-3.94K- 1.33% |
$227K - $271K
|
292K
$30.3M
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-4K- 5.8% |
$231K - $275K
|
65K
$6.75M
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
SELL
|
- |
-4.04K- 5.78% |
$233K - $278K
|
65.9K
$6.85M
|
|
Aug 11, 2023
Q2 2023
|
Hyperion Capital Advisors LP
New York, NY |
SELL
|
- |
-4.5K- 37.5% |
$259K - $310K
|
7.5K
$779K
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
SELL
|
- |
-4.59K- 2.1% |
$265K - $316K
|
214K
$22.2M
|
|
Aug 03, 2023
Q2 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-4.67K- 28.12% |
$269K - $322K
|
11.9K
$1.24M
|
|
Aug 14, 2023
Q2 2023
|
Seven Eight Capital, LP
|
SELL
|
- |
-4.77K- 34.04% |
$275K - $329K
|
9.25K
$961K
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.62K- 23.1% |
$324K - $387K
|
18.7K
$1.94M
|
|
Aug 09, 2023
Q2 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-6.25K- 3.85% |
$360K - $430K
|
156K
$16.2M
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-6.3K- 27.06% |
$363K - $434K
|
17K
$1.76M
|
|
Aug 07, 2023
Q2 2023
|
Ing Groep Nv
|
SELL
|
- |
-6.31K- 15.81% |
$364K - $435K
|
33.6K
$3.49M
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-6.55K- 16.43% |
$378K - $451K
|
33.3K
$3.46M
|
|
Aug 07, 2023
Q2 2023
|
Versor Investments LP
|
SELL
|
- |
-6.66K- 29.1% |
$384K - $459K
|
16.2K
$1.69M
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-6.8K- 1.71% |
$392K - $468K
|
391K
$40.6M
|
|
Aug 11, 2023
Q2 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-7.02K- 2.63% |
$405K - $483K
|
260K
$27M
|
|
Aug 02, 2023
Q2 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-7.3K- 22.94% |
$421K - $502K
|
24.5K
$2.55M
|
|
Aug 09, 2023
Q2 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-7.45K- 0.49% |
$430K - $513K
|
1.5M
$156M
|
|
Aug 09, 2023
Q2 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-7.58K- 1.84% |
$437K - $522K
|
405K
$42M
|
|
Aug 14, 2023
Q2 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-8.34K- 17.25% |
$481K - $574K
|
40K
$4.16M
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-8.99K- 69.65% |
$518K - $619K
|
3.92K
$407K
|
|
Aug 15, 2023
Q2 2023
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-9.47K- 6.77% |
$546K - $652K
|
130K
$13.5M
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-10.2K- 2.82% |
$591K - $706K
|
353K
$36.6M
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-10.8K- 9.28% |
$625K - $747K
|
106K
$11M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11K- 41.61% |
$632K - $754K
|
15.4K
$1.6M
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-11.5K- 4.12% |
$661K - $790K
|
267K
$27.7M
|
|
Jul 18, 2023
Q2 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-11.6K- 1.66% |
$669K - $798K
|
685K
$71.2M
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-11.6K- 15.21% |
$670K - $800K
|
64.8K
$6.72M
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-11.8K- 26.99% |
$680K - $812K
|
31.9K
$3.31M
|
|
Jul 27, 2023
Q2 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-12.5K- 4.75% |
$720K - $860K
|
250K
$26M
|