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
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
2.27KNew |
$183K - $212K
|
2.27K
$235K
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
2.12K+ 14.76% |
$171K - $198K
|
16.5K
$1.71M
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
2.12K+ 9.63% |
$171K - $198K
|
24.2K
$2.51M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.07K+ 21.38% |
$166K - $193K
|
11.7K
$1.22M
|
|
Jul 25, 2024
Q2 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
2.05KNew |
$165K - $191K
|
2.05K
$213K
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
2K+ 9.2% |
$162K - $187K
|
23.8K
$2.47M
|
|
Aug 14, 2024
Q2 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
1.99K+ 39.18% |
$161K - $186K
|
7.08K
$735K
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.93K+ 3.38% |
$156K - $180K
|
59.1K
$6.14M
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1.86K+ 24.41% |
$150K - $174K
|
9.48K
$984K
|
|
Aug 13, 2024
Q2 2024
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
1.81K+ 0.64% |
$146K - $168K
|
284K
$29.4M
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.74K+ 43.04% |
$140K - $162K
|
5.78K
$600K
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.7K+ 9.96% |
$137K - $158K
|
18.7K
$1.94M
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.68K+ 59.23% |
$136K - $157K
|
4.52K
$470K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.64K+ 2.95% |
$132K - $153K
|
57K
$5.92M
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.62K+ 10.62% |
$131K - $151K
|
16.9K
$1.75M
|
|
Aug 14, 2024
Q2 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
1.6K+ 41.24% |
$129K - $149K
|
5.48K
$569K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.58K+ 1.63% |
$128K - $148K
|
98.8K
$10.3M
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.54K+ 26.16% |
$124K - $144K
|
7.44K
$773K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.51K+ 7550.0% |
$122K - $141K
|
1.53K
$159K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.44K+ 1.19% |
$116K - $134K
|
122K
$12.7M
|
|
Aug 14, 2024
Q2 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.31KNew |
$105K - $122K
|
1.31K
$136K
|
|
Aug 13, 2024
Q2 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
1.28K+ 0.94% |
$103K - $119K
|
137K
$14.3M
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.27K+ 9.74% |
$102K - $119K
|
14.3K
$1.49M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.24K+ 0.66% |
$100K - $116K
|
188K
$19.5M
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.12K+ 31.16% |
$89.9K - $104K
|
4.69K
$487K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.09K+ 5.28% |
$87.7K - $102K
|
21.7K
$2.25M
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.07K+ 36.04% |
$86.3K - $100K
|
4.04K
$420K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.04K+ 64.69% |
$83.4K - $96.6K
|
2.64K
$274K
|
|
Aug 14, 2024
Q2 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.02K+ 3.26% |
$82.3K - $95.3K
|
32.4K
$3.36M
|
|
Aug 14, 2024
Q2 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1K+ 5263.16% |
$80.6K - $93.3K
|
1.02K
$106K
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
BUY
|
- |
994+ 2.43% |
$80.1K - $92.8K
|
41.9K
$4.35M
|
|
Aug 14, 2024
Q2 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
935+ 3.1% |
$75.4K - $87.3K
|
31.1K
$3.23M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
895+ 57.23% |
$72.2K - $83.5K
|
2.46K
$255K
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
BUY
|
- |
883+ 1.3% |
$71.2K - $82.4K
|
69K
$7.16M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
841+ 6.35% |
$67.8K - $78.5K
|
14.1K
$1.46M
|
|
Aug 08, 2024
Q2 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
809+ 4.02% |
$65.2K - $75.5K
|
20.9K
$2.17M
|
|
Aug 07, 2024
Q2 2024
|
Close Asset Management LTD
|
BUY
|
- |
789+ 0.06% |
$63.6K - $73.6K
|
1.33M
$139M
|
|
Aug 13, 2024
Q2 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
752+ 6.55% |
$60.6K - $70.2K
|
12.2K
$1.27M
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
746+ 2.92% |
$60.1K - $69.6K
|
26.3K
$2.73M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
728+ 4.35% |
$58.7K - $68K
|
17.4K
$1.81M
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
712+ 10.7% |
$57.4K - $66.5K
|
7.37K
$765K
|
|
Jul 24, 2024
Q2 2024
|
Suncoast Equity Management
|
BUY
|
- |
707+ 5.34% |
$57K - $66K
|
14K
$1.45M
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
699New |
$56.4K - $65.2K
|
699
$72.6K
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
685+ 3.1% |
$55.2K - $63.9K
|
22.8K
$2.37M
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
674+ 2.3% |
$54.3K - $62.9K
|
30K
$3.12M
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
668+ 2.37% |
$53.9K - $62.4K
|
28.8K
$3M
|
|
Jul 11, 2024
Q2 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
658+ 3.72% |
$53K - $61.4K
|
18.4K
$1.91M
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
656+ 1.95% |
$52.9K - $61.2K
|
34.4K
$3.57M
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
BUY
|
- |
599+ 1.97% |
$48.3K - $55.9K
|
31K
$3.22M
|
|
Aug 09, 2024
Q2 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
595+ 2.48% |
$48K - $55.5K
|
24.6K
$2.56M
|