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 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
4.55KNew |
$367K - $425K
|
4.55K
$535K
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.54KNew |
$366K - $424K
|
4.54K
$534K
|
|
Aug 14, 2024
Q2 2024
|
Dundas Partners LLP
Edinburgh, X0 |
BUY
|
- |
4.53K+ 0.95% |
$365K - $423K
|
479K
$56.3M
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
4.44K+ 20.93% |
$358K - $414K
|
25.6K
$3.02M
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.41K+ 29.22% |
$356K - $412K
|
19.5K
$2.29M
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.32K+ 8000.0% |
$348K - $403K
|
4.37K
$514K
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
3.83KNew |
$309K - $358K
|
3.83K
$451K
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.8KNew |
$306K - $354K
|
3.8K
$446K
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.79KNew |
$305K - $353K
|
3.79K
$445K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.76K+ 2.39% |
$303K - $351K
|
161K
$18.9M
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
3.68KNew |
$297K - $343K
|
3.68K
$432K
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.62K+ 114.68% |
$292K - $338K
|
6.77K
$796K
|
|
Jul 15, 2024
Q2 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
3.55K+ 8.55% |
$287K - $332K
|
45.1K
$5.3M
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.52KNew |
$284K - $328K
|
3.52K
$414K
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
3.48KNew |
$280K - $325K
|
3.48K
$409K
|
|
Aug 13, 2024
Q2 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
3.46KNew |
$279K - $323K
|
3.46K
$407K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.42K+ 5.92% |
$275K - $319K
|
61.1K
$7.19M
|
|
Aug 12, 2024
Q2 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
3.38KNew |
$273K - $316K
|
3.38K
$398K
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3.32K+ 47.67% |
$268K - $310K
|
10.3K
$1.21M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.28K+ 78.61% |
$265K - $306K
|
7.46K
$876K
|
|
Jul 10, 2024
Q2 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
3.22K+ 7.92% |
$259K - $300K
|
43.8K
$5.15M
|
|
Aug 12, 2024
Q2 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
3.17K+ 0.73% |
$256K - $296K
|
435K
$51.2M
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
3.12KNew |
$252K - $291K
|
3.12K
$367K
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.09K+ 33.13% |
$249K - $288K
|
12.4K
$1.46M
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.07KNew |
$247K - $286K
|
3.07K
$361K
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3K+ 39.1% |
$242K - $280K
|
10.7K
$1.26M
|
|
Aug 14, 2024
Q2 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
2.99K+ 8.04% |
$241K - $279K
|
40.2K
$4.72M
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.97K+ 6.64% |
$239K - $277K
|
47.6K
$5.6M
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.9K+ 1336.41% |
$234K - $271K
|
3.12K
$366K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.8K+ 3.84% |
$225K - $261K
|
75.6K
$8.88M
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.71KNew |
$218K - $253K
|
2.71K
$319K
|
|
Aug 12, 2024
Q2 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
2.67KNew |
$215K - $249K
|
2.67K
$314K
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
2.67K+ 6.95% |
$215K - $249K
|
41K
$4.83M
|
|
Sep 10, 2024
Q2 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
2.66KNew |
$215K - $248K
|
2.66K
$313K
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.64K+ 15.15% |
$212K - $246K
|
20K
$2.35M
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.63KNew |
$212K - $245K
|
2.63K
$309K
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
2.61KNew |
$210K - $243K
|
2.61K
$306K
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.56KNew |
$206K - $239K
|
2.56K
$301K
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.54KNew |
$205K - $237K
|
2.54K
$299K
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
2.53KNew |
$204K - $236K
|
2.53K
$297K
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
2.53KNew |
$204K - $236K
|
2.53K
$297K
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
BUY
|
- |
2.52KNew |
$203K - $235K
|
2.52K
$296K
|
|
Aug 08, 2024
Q2 2024
|
Achmea Investment Management B.V.
|
BUY
|
- |
2.47K+ 6.4% |
$199K - $231K
|
41.1K
$4.83M
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.47K+ 6.27% |
$199K - $230K
|
41.8K
$4.91M
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
2.44K+ 0.73% |
$196K - $227K
|
336K
$39.5M
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.42KNew |
$195K - $226K
|
2.42K
$284K
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
2.41K+ 54.94% |
$195K - $225K
|
6.81K
$800K
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.39K+ 563.92% |
$193K - $223K
|
2.82K
$331K
|
|
Jan 30, 2025
Q2 2024
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
2.37K+ 6.62% |
$191K - $221K
|
38.2K
$4.49M
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.37KNew |
$191K - $221K
|
2.37K
$278K
|