Purchases and Sales Made in Q3 2024 in Brown & Brown, Inc. (BRO)
This table provides information about the institutional ownership of Brown & Brown, Inc. (BRO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-534- 2.49% |
$47.6K - $56.5K
|
20.9K
$2.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-534- 17.53% |
$47.6K - $56.5K
|
2.51K
$261K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-569- 1.48% |
$50.7K - $60.2K
|
38K
$3.94M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-571- 16.79% |
$50.9K - $60.4K
|
2.83K
$293K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-605- 8.73% |
$53.9K - $64K
|
6.33K
$656K
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-623- 1.19% |
$55.5K - $65.9K
|
51.6K
$5.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-626- 8.2% |
$55.8K - $66.2K
|
7.01K
$727K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-631- 0.59% |
$56.2K - $66.8K
|
107K
$11.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-642- 6.41% |
$57.2K - $67.9K
|
9.37K
$972K
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-648- 15.92% |
$57.7K - $68.6K
|
3.42K
$355K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-659- 2.11% |
$58.7K - $69.7K
|
30.6K
$3.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-682- 10.83% |
$60.8K - $72.2K
|
5.62K
$583K
|
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-716- 1.95% |
$63.8K - $75.8K
|
36.1K
$3.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-750- 2.67% |
$66.8K - $79.4K
|
27.4K
$2.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-767- 10.12% |
$68.3K - $81.2K
|
6.81K
$706K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-786- 2.69% |
$70K - $83.2K
|
28.5K
$2.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-787- 4.51% |
$70.1K - $83.3K
|
16.7K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-788- 2.43% |
$70.2K - $83.4K
|
31.6K
$3.28M
|
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-792- 15.48% |
$70.6K - $83.8K
|
4.32K
$449K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-857- 8.45% |
$76.4K - $90.7K
|
9.29K
$963K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-865- 2.24% |
$77.1K - $91.5K
|
37.8K
$3.93M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-877- 4.4% |
$78.1K - $92.8K
|
19.1K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-884- 3.04% |
$78.8K - $93.5K
|
28.2K
$2.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-887- 22.37% |
$79K - $93.9K
|
3.08K
$319K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-894- 3.21% |
$79.7K - $94.6K
|
27K
$2.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-950- 2.39% |
$84.7K - $101K
|
38.8K
$4.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-950- 15.39% |
$84.7K - $101K
|
5.22K
$542K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-993- 3.72% |
$88.5K - $105K
|
25.7K
$2.66M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.04K- 3.19% |
$92.8K - $110K
|
31.6K
$3.28M
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.06K- 5.67% |
$94.6K - $112K
|
17.7K
$1.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.07K- 2.53% |
$95.1K - $113K
|
41.1K
$4.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.07K- 11.58% |
$95.3K - $113K
|
8.16K
$846K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-1.08K- 1.07% |
$96.1K - $114K
|
99.5K
$10.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-1.1K- 0.85% |
$98.3K - $117K
|
129K
$13.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-1.12K- 11.11% |
$99.4K - $118K
|
8.93K
$926K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.17K- 2.37% |
$104K - $124K
|
48.1K
$4.99M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.18K- 10.88% |
$105K - $125K
|
9.7K
$1.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.22K- 2.93% |
$109K - $129K
|
40.4K
$4.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.23K- 0.81% |
$109K - $130K
|
149K
$15.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.35K- 7.55% |
$120K - $143K
|
16.5K
$1.71M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.4K- 33.26% |
$125K - $148K
|
2.81K
$292K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.5K- 0.92% |
$133K - $159K
|
160K
$16.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.54K- 1.59% |
$137K - $163K
|
95.8K
$9.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Fj Capital Management LLC
Mclean, VA |
SELL
|
- |
-1.59K- 5.39% |
$142K - $168K
|
27.9K
$2.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-1.66K- 0.4% |
$148K - $176K
|
412K
$42.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.67K- 2.46% |
$149K - $177K
|
66.4K
$6.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.72K- 0.92% |
$154K - $182K
|
186K
$19.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-1.79K- 12.69% |
$160K - $190K
|
12.3K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.93K- 68.7% |
$172K - $205K
|
881
$91.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.94K- 14.31% |
$173K - $205K
|
11.6K
$1.2M
|