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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.02K- 8.22% |
$136K - $150K
|
22.5K
$2.34M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.02K- 25.94% |
$136K - $150K
|
5.76K
$599K
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-2.14K- 7.95% |
$144K - $159K
|
24.8K
$2.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.29K- 5.72% |
$154K - $170K
|
37.7K
$3.92M
|
|
|
Oct 30, 2023
Q3 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.52K- 12.99% |
$170K - $187K
|
16.9K
$1.75M
|
|
|
Oct 19, 2023
Q3 2023
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-2.61K- 6.52% |
$176K - $194K
|
37.4K
$3.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.67K- 0.14% |
$180K - $198K
|
1.94M
$201M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.94KClosed |
$198K - $218K
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Fosun International LTD
|
SELL
|
- |
-3K- 30.77% |
$202K - $223K
|
6.75K
$701K
|
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.12K- 2.3% |
$210K - $231K
|
132K
$13.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-3.33K- 9.46% |
$224K - $247K
|
31.9K
$3.31M
|
|
|
Nov 06, 2023
Q3 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-3.33K- 27.9% |
$224K - $247K
|
8.61K
$894K
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-3.39K- 56.87% |
$228K - $251K
|
2.57K
$267K
|
|
|
Nov 09, 2023
Q3 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-3.53K- 5.65% |
$237K - $262K
|
58.9K
$6.11M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.8K- 2.56% |
$256K - $282K
|
145K
$15M
|
|
|
Nov 14, 2023
Q3 2023
|
Seven Eight Capital, LP
|
SELL
|
- |
-3.83K- 41.38% |
$258K - $284K
|
5.42K
$563K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.86K- 1.85% |
$260K - $286K
|
205K
$21.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Q3 Asset Management
|
SELL
|
- |
-3.96K- 51.93% |
$267K - $294K
|
3.67K
$381K
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-4.08K- 3.35% |
$275K - $303K
|
118K
$12.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Lindenwold Advisors
|
SELL
|
- |
-4.24K- 31.24% |
$285K - $315K
|
9.33K
$969K
|
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-4.33K- 2.77% |
$292K - $321K
|
152K
$15.8M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.39K- 18.52% |
$295K - $326K
|
19.3K
$2.01M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-4.48K- 92.89% |
$302K - $332K
|
343
$35.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-4.77K- 14.3% |
$321K - $354K
|
28.6K
$2.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-4.9K- 3.58% |
$330K - $364K
|
132K
$13.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.98K- 15.63% |
$336K - $370K
|
26.9K
$2.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-6.06K- 1.5% |
$408K - $450K
|
399K
$41.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-6.81K- 2.94% |
$459K - $505K
|
225K
$23.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-7K- 6.82% |
$471K - $519K
|
95.6K
$9.93M
|
|
|
Nov 09, 2023
Q3 2023
|
Tredje Ap Fonden
|
SELL
|
- |
-7.36K- 11.62% |
$496K - $546K
|
56K
$5.81M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.75K- 62.82% |
$522K - $575K
|
4.59K
$476K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.52K- 93.33% |
$574K - $632K
|
609
$63.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-9.08K- 11.16% |
$612K - $674K
|
72.3K
$7.51M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-9.19K- 20.31% |
$619K - $682K
|
36.1K
$3.75M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-9.44K- 68.91% |
$635K - $700K
|
4.26K
$442K
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-9.7K- 3.32% |
$653K - $720K
|
282K
$29.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-9.93K- 5.22% |
$669K - $737K
|
180K
$18.7M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-10K- 3.75% |
$674K - $742K
|
257K
$26.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-10.2K- 21.25% |
$687K - $757K
|
37.8K
$3.93M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-10.3K- 2.91% |
$691K - $761K
|
342K
$35.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-10.7K- 64.23% |
$722K - $796K
|
5.97K
$620K
|
|
|
Oct 13, 2023
Q3 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-12.1K- 14.61% |
$818K - $901K
|
71K
$7.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-12.7K- 3.21% |
$853K - $939K
|
382K
$39.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Versor Investments LP
|
SELL
|
- |
-12.7K- 78.44% |
$858K - $945K
|
3.5K
$363K
|
|
|
Nov 14, 2023
Q3 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-17K- 4.35% |
$1.14M - $1.26M
|
374K
$38.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-17.1K- 9.72% |
$1.15M - $1.27M
|
159K
$16.5M
|
|
|
Dec 19, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-17.1K- 9.72% |
$1.15M - $1.27M
|
159K
$16.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-17.3K- 65.48% |
$1.16M - $1.28M
|
9.12K
$947K
|
|
|
Oct 18, 2024
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-17.7K- 12.46% |
$1.19M - $1.31M
|
124K
$12.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-17.7K- 12.46% |
$1.19M - $1.31M
|
124K
$12.9M
|