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 |
|---|---|---|---|---|---|---|---|
|
Mar 04, 2025
Q2 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-1- 0.26% |
$80.6 - $93.3
|
386
$45.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-1- 0.12% |
$80.6 - $93.3
|
849
$99.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 0.98% |
$80.6 - $93.3
|
101
$11.9K
|
|
|
Jul 09, 2024
Q2 2024
|
Somerset Trust CO
|
SELL
|
- |
-4- 0.09% |
$322 - $373
|
4.55K
$534K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-7- 3.41% |
$564 - $653
|
198
$23.3K
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-15- 0.44% |
$1.21K - $1.4K
|
3.4K
$400K
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-16- 0.1% |
$1.29K - $1.49K
|
15.4K
$1.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-19- 0.42% |
$1.53K - $1.77K
|
4.49K
$528K
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-24- 0.59% |
$1.93K - $2.24K
|
4.07K
$479K
|
|
|
Aug 14, 2024
Q2 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-35Closed |
$2.82K - $3.27K
|
0
$0
|
|
|
Aug 01, 2024
Q2 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-37- 0.24% |
$2.98K - $3.45K
|
15.4K
$1.81M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-39- 0.24% |
$3.14K - $3.64K
|
16.5K
$1.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-43- 8.32% |
$3.47K - $4.01K
|
474
$55.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-46- 1.94% |
$3.71K - $4.29K
|
2.32K
$273K
|
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-47- 1.94% |
$3.79K - $4.39K
|
2.38K
$280K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-52- 0.99% |
$4.19K - $4.85K
|
5.2K
$611K
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-58- 0.76% |
$4.68K - $5.41K
|
7.58K
$891K
|
|
|
Jul 25, 2024
Q2 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-64- 12.57% |
$5.16K - $5.97K
|
445
$52.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-66- 1.44% |
$5.32K - $6.16K
|
4.51K
$530K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-70- 2.25% |
$5.64K - $6.53K
|
3.04K
$357K
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
SELL
|
- |
-71- 1.92% |
$5.72K - $6.63K
|
3.62K
$426K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-80- 1.84% |
$6.45K - $7.47K
|
4.27K
$502K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-90- 0.46% |
$7.26K - $8.4K
|
19.5K
$2.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-98- 0.55% |
$7.9K - $9.15K
|
17.8K
$2.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-105- 1.64% |
$8.47K - $9.8K
|
6.28K
$739K
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-116- 4.68% |
$9.35K - $10.8K
|
2.36K
$278K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-116- 3.13% |
$9.35K - $10.8K
|
3.59K
$422K
|
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
SELL
|
- |
-120- 1.06% |
$9.67K - $11.2K
|
11.2K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-136- 3.19% |
$11K - $12.7K
|
4.13K
$485K
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-139- 1.82% |
$11.2K - $13K
|
7.52K
$883K
|
|
|
Aug 14, 2024
Q2 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-139- 3.44% |
$11.2K - $13K
|
3.9K
$459K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-149- 1.55% |
$12K - $13.9K
|
9.45K
$1.11M
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-153- 0.57% |
$12.3K - $14.3K
|
26.9K
$3.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-159- 2.04% |
$12.8K - $14.8K
|
7.64K
$898K
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-167- 5.28% |
$13.5K - $15.6K
|
3K
$352K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-171- 10.02% |
$13.8K - $16K
|
1.54K
$180K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-187- 0.87% |
$15.1K - $17.5K
|
21.4K
$2.52M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-195- 3.09% |
$15.7K - $18.2K
|
6.12K
$720K
|
|
|
Aug 13, 2024
Q2 2024
|
Lindenwold Advisors
|
SELL
|
- |
-204- 2.27% |
$16.4K - $19K
|
8.8K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-207- 0.85% |
$16.7K - $19.3K
|
24.1K
$2.83M
|
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-210- 17.0% |
$16.9K - $19.6K
|
1.03K
$120K
|
|
|
Aug 07, 2024
Q2 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-212- 3.98% |
$17.1K - $19.8K
|
5.12K
$601K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-250- 0.6% |
$20.2K - $23.3K
|
41.6K
$4.89M
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-258- 0.05% |
$20.8K - $24.1K
|
537K
$63.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-297- 0.6% |
$23.9K - $27.7K
|
49.5K
$5.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-302- 2.27% |
$24.3K - $28.2K
|
13K
$1.53M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-305- 26.23% |
$24.6K - $28.5K
|
858
$101K
|
|
|
Aug 05, 2024
Q2 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-327- 12.07% |
$26.4K - $30.5K
|
2.38K
$280K
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-339- 9.35% |
$27.3K - $31.6K
|
3.29K
$386K
|