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 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
712+ 10.7% |
$57.4K - $66.5K
|
7.37K
$797K
|
|
|
Jul 24, 2024
Q2 2024
|
Suncoast Equity Management
|
BUY
|
- |
707+ 5.34% |
$57K - $66K
|
14K
$1.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
699New |
$56.4K - $65.2K
|
699
$75.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
685+ 3.1% |
$55.2K - $63.9K
|
22.8K
$2.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
674+ 2.3% |
$54.3K - $62.9K
|
30K
$3.24M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
668+ 2.37% |
$53.9K - $62.4K
|
28.8K
$3.12M
|
|
|
Jul 11, 2024
Q2 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
658+ 3.72% |
$53K - $61.4K
|
18.4K
$1.99M
|
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
656+ 1.95% |
$52.9K - $61.2K
|
34.4K
$3.72M
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
BUY
|
- |
599+ 1.97% |
$48.3K - $55.9K
|
31K
$3.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
595+ 2.48% |
$48K - $55.5K
|
24.6K
$2.66M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
578+ 10.82% |
$46.6K - $54K
|
5.92K
$640K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
573+ 1.63% |
$46.2K - $53.5K
|
35.7K
$3.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
559+ 9.74% |
$45.1K - $52.2K
|
6.3K
$681K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
528+ 264.0% |
$42.6K - $49.3K
|
728
$78.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
525+ 6.6% |
$42.3K - $49K
|
8.48K
$917K
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
BUY
|
- |
517+ 5.78% |
$41.7K - $48.3K
|
9.46K
$1.02M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
491+ 2.56% |
$39.6K - $45.8K
|
19.6K
$2.12M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
484+ 2.54% |
$39K - $45.2K
|
19.6K
$2.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
470+ 12.95% |
$37.9K - $43.9K
|
4.1K
$443K
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
448+ 4.62% |
$36.1K - $41.8K
|
10.1K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
441+ 4.59% |
$35.6K - $41.2K
|
10K
$1.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
440+ 25.54% |
$35.5K - $41.1K
|
2.16K
$234K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
414+ 15.73% |
$33.4K - $38.6K
|
3.05K
$329K
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
373+ 2.72% |
$30.1K - $34.8K
|
14.1K
$1.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Heron Bay Capital Management
|
BUY
|
- |
366+ 0.33% |
$29.5K - $34.2K
|
111K
$12M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
344+ 982.86% |
$27.7K - $32.1K
|
379
$41K
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
BUY
|
- |
338+ 1.08% |
$27.2K - $31.5K
|
31.8K
$3.43M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
335+ 15.76% |
$27K - $31.3K
|
2.46K
$266K
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
330New |
$26.6K - $30.8K
|
330
$35.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
323+ 142.29% |
$26K - $30.1K
|
550
$59.5K
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
322+ 1.17% |
$26K - $30.1K
|
27.9K
$3.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
315+ 0.31% |
$25.4K - $29.4K
|
101K
$10.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
286+ 1.28% |
$23.1K - $26.7K
|
22.6K
$2.44M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
270+ 8.6% |
$21.8K - $25.2K
|
3.41K
$369K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
268New |
$21.6K - $25K
|
268
$29K
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
252+ 0.78% |
$20.3K - $23.5K
|
32.7K
$3.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
252+ 190.91% |
$20.3K - $23.5K
|
384
$41.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
252+ 7.26% |
$20.3K - $23.5K
|
3.72K
$402K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
250+ 25.0% |
$20.2K - $23.3K
|
1.25K
$135K
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
244+ 1.66% |
$19.7K - $22.8K
|
14.9K
$1.62M
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
241+ 4.02% |
$19.4K - $22.5K
|
6.23K
$674K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
231New |
$18.6K - $21.6K
|
231
$25K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
228+ 330.43% |
$18.4K - $21.3K
|
297
$32.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
224+ 193.1% |
$18.1K - $20.9K
|
340
$36.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
222+ 5.01% |
$17.9K - $20.7K
|
4.66K
$503K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
211+ 65.73% |
$17K - $19.7K
|
532
$57.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
210+ 7.5% |
$16.9K - $19.6K
|
3.01K
$325K
|
|
|
Jul 26, 2024
Q2 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
209+ 4.14% |
$16.8K - $19.5K
|
5.26K
$569K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
205New |
$16.5K - $19.1K
|
205
$22.2K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
204+ 16.09% |
$16.4K - $19K
|
1.47K
$159K
|