Purchases and Sales Made in Q3 2023 in Brown & Brown, Inc. (BRO)
This table provides information about the institutional ownership of Brown & Brown, Inc. (BRO) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
605+ 6.88% |
$40.7K - $44.9K
|
9.4K
$977K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
595+ 2.59% |
$40.1K - $44.1K
|
23.6K
$2.45M
|
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
508+ 2.67% |
$34.2K - $37.7K
|
19.5K
$2.03M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
507+ 1.22% |
$34.1K - $37.6K
|
42K
$4.36M
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
504+ 9.31% |
$33.9K - $37.4K
|
5.92K
$615K
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
490New |
$33K - $36.4K
|
490
$50.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
490+ 2.24% |
$33K - $36.4K
|
22.4K
$2.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
464+ 4.44% |
$31.3K - $34.4K
|
10.9K
$1.13M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
427+ 8.76% |
$28.8K - $31.7K
|
5.3K
$551K
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
425+ 13.71% |
$28.6K - $31.5K
|
3.52K
$366K
|
|
|
Nov 15, 2023
Q3 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
422+ 2.65% |
$28.4K - $31.3K
|
16.4K
$1.7M
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
410+ 105.67% |
$27.6K - $30.4K
|
798
$82.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Triad Investment Management
|
BUY
|
- |
405+ 1.24% |
$27.3K - $30.1K
|
33.2K
$3.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
400+ 0.37% |
$26.9K - $29.7K
|
107K
$11.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
394+ 4.41% |
$26.5K - $29.2K
|
9.33K
$968K
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
371+ 2.57% |
$25K - $27.5K
|
14.8K
$1.54M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
361+ 2.91% |
$24.3K - $26.8K
|
12.8K
$1.33M
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
360+ 0.14% |
$24.2K - $26.7K
|
261K
$27.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
354+ 150.64% |
$23.8K - $26.3K
|
589
$61.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
328+ 26.75% |
$22.1K - $24.3K
|
1.55K
$161K
|
|
|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
BUY
|
- |
306+ 0.14% |
$20.6K - $22.7K
|
214K
$22.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
298+ 9.71% |
$20.1K - $22.1K
|
3.37K
$350K
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
294+ 1.47% |
$19.8K - $21.8K
|
20.2K
$2.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
255+ 3.5% |
$17.2K - $18.9K
|
7.55K
$784K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
246+ 3.66% |
$16.6K - $18.3K
|
6.96K
$723K
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
242+ 0.72% |
$16.3K - $18K
|
33.8K
$3.51M
|
|
|
Oct 10, 2023
Q3 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
230+ 3.3% |
$15.5K - $17.1K
|
7.2K
$747K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
228+ 3.1% |
$15.4K - $16.9K
|
7.58K
$788K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
217New |
$14.6K - $16.1K
|
217
$22.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
208+ 37.82% |
$14K - $15.4K
|
758
$78.7K
|
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
BUY
|
- |
202+ 3.66% |
$13.6K - $15K
|
5.73K
$595K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
199+ 0.92% |
$13.4K - $14.8K
|
21.9K
$2.27M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
191+ 5.96% |
$12.9K - $14.2K
|
3.4K
$353K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
188New |
$12.7K - $13.9K
|
188
$19.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
176+ 5.1% |
$11.9K - $13.1K
|
3.63K
$376K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
176+ 5866.67% |
$11.9K - $13.1K
|
179
$18.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
155+ 0.3% |
$10.4K - $11.5K
|
51.6K
$5.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
126+ 0.41% |
$8.49K - $9.35K
|
30.7K
$3.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
119+ 7.7% |
$8.01K - $8.83K
|
1.67K
$173K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
111New |
$7.48K - $8.24K
|
111
$11.5K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
109+ 20.57% |
$7.34K - $8.09K
|
639
$66.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
100+ 15.34% |
$6.73K - $7.42K
|
752
$78.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.25% |
$6.73K - $7.42K
|
40.7K
$4.23M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
99+ 1.49% |
$6.67K - $7.35K
|
6.73K
$699K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
98+ 1.25% |
$6.6K - $7.27K
|
7.96K
$826K
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
98+ 0.85% |
$6.6K - $7.27K
|
11.7K
$1.21M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
89+ 3.27% |
$5.99K - $6.6K
|
2.81K
$292K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
71+ 1.88% |
$4.78K - $5.27K
|
3.85K
$399K
|
|
|
Nov 13, 2023
Q3 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
60+ 0.34% |
$4.04K - $4.45K
|
17.7K
$1.84M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
56+ 98.25% |
$3.77K - $4.16K
|
113
$11.7K
|