Purchases and Sales Made in Q2 2024 in Brown & Brown, Inc. (BRO)
This table provides information about the institutional ownership of Brown & Brown, Inc. (BRO) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 05, 2024
Q2 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-327- 12.07% |
$26.4K - $30.5K
|
2.38K
$267K
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-339- 9.35% |
$27.3K - $31.6K
|
3.29K
$368K
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-354- 1.16% |
$28.5K - $33K
|
30.1K
$3.38M
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-355- 0.77% |
$28.6K - $33.1K
|
46K
$5.16M
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-369- 2.66% |
$29.7K - $34.4K
|
13.5K
$1.51M
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-387- 3.73% |
$31.2K - $36.1K
|
10K
$1.12M
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-395- 11.76% |
$31.8K - $36.9K
|
2.97K
$332K
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 2.9% |
$32.2K - $37.3K
|
13.4K
$1.5M
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-400- 9.27% |
$32.2K - $37.3K
|
3.92K
$439K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-404- 4.43% |
$32.6K - $37.7K
|
8.72K
$977K
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-404- 2.59% |
$32.6K - $37.7K
|
15.2K
$1.7M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-423- 24.19% |
$34.1K - $39.5K
|
1.33K
$149K
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
SELL
|
- |
-427- 2.02% |
$34.4K - $39.9K
|
20.7K
$2.33M
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-428- 37.28% |
$34.5K - $39.9K
|
720
$80.7K
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-430- 4.66% |
$34.7K - $40.1K
|
8.79K
$986K
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-430- 8.47% |
$34.7K - $40.1K
|
4.65K
$521K
|
|
Sep 12, 2024
Q2 2024
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
SELL
|
- |
-482- 2.96% |
$38.9K - $45K
|
15.8K
$1.77M
|
|
Jul 12, 2024
Q2 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-488- 10.52% |
$39.3K - $45.5K
|
4.15K
$465K
|
|
Feb 13, 2025
Q2 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-531- 17.32% |
$42.8K - $49.6K
|
2.53K
$284K
|
|
Aug 26, 2024
Q2 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-558- 2.89% |
$45K - $52.1K
|
18.7K
$2.1M
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-565- 15.12% |
$45.6K - $52.7K
|
3.17K
$355K
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-577- 0.87% |
$46.5K - $53.9K
|
65.7K
$7.37M
|
|
Aug 12, 2024
Q2 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-594- 1.56% |
$47.9K - $55.4K
|
37.6K
$4.21M
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-613- 2.34% |
$49.4K - $57.2K
|
25.6K
$2.87M
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-650- 48.04% |
$52.4K - $60.7K
|
703
$78.8K
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-701- 11.28% |
$56.5K - $65.4K
|
5.51K
$618K
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-702- 18.0% |
$56.6K - $65.5K
|
3.2K
$359K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-748- 7.35% |
$60.3K - $69.8K
|
9.43K
$1.06M
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-763- 7.78% |
$61.5K - $71.2K
|
9.05K
$1.01M
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-789- 1.58% |
$63.6K - $73.6K
|
49.3K
$5.53M
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-821- 3.23% |
$66.2K - $76.6K
|
24.6K
$2.76M
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-826- 3.0% |
$66.6K - $77.1K
|
26.7K
$2.99M
|
|
Aug 05, 2024
Q2 2024
|
Candriam S.C.A.
|
SELL
|
- |
-826- 0.43% |
$66.6K - $77.1K
|
192K
$21.5M
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-846- 2.81% |
$68.2K - $79K
|
29.2K
$3.28M
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-859- 19.89% |
$69.3K - $80.2K
|
3.46K
$388K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-878- 25.84% |
$70.8K - $82K
|
2.52K
$282K
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-880- 7.21% |
$70.9K - $82.1K
|
11.3K
$1.27M
|
|
Aug 14, 2024
Q2 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-896- 34.2% |
$72.2K - $83.6K
|
1.72K
$193K
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-900- 5.4% |
$72.6K - $84K
|
15.8K
$1.77M
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-907- 8.09% |
$73.1K - $84.7K
|
10.3K
$1.15M
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-949- 8.8% |
$76.5K - $88.6K
|
9.83K
$1.1M
|
|
Aug 14, 2024
Q2 2024
|
Fj Capital Management LLC
Mclean, VA |
SELL
|
- |
-953- 3.13% |
$76.8K - $89K
|
29.5K
$3.31M
|
|
Aug 01, 2024
Q2 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-986- 0.78% |
$79.5K - $92K
|
126K
$14.1M
|
|
Aug 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.11K- 2.58% |
$89.8K - $104K
|
42.1K
$4.72M
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-1.22K- 6.3% |
$98.3K - $114K
|
18.1K
$2.03M
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-1.24K- 0.94% |
$99.8K - $116K
|
131K
$14.6M
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.29K- 11.44% |
$104K - $120K
|
9.96K
$1.12M
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.39K- 13.26% |
$112K - $130K
|
9.09K
$1.02M
|
|
Aug 14, 2024
Q2 2024
|
Unigestion Holding Sa
|
SELL
|
- |
-1.52K- 11.57% |
$122K - $142K
|
11.6K
$1.3M
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.54K- 1.18% |
$124K - $144K
|
129K
$14.5M
|