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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
First Eagle Investment Management, LLC
|
BUY
|
- |
2.4K+ 0.08% |
$214K - $254K
|
3.1M
$366M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
2.38KNew |
$212K - $252K
|
2.38K
$280K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.32KNew |
$207K - $245K
|
2.32K
$273K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.23KNew |
$198K - $236K
|
2.23K
$262K
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.21KNew |
$197K - $234K
|
2.21K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.21K+ 4.64% |
$197K - $234K
|
49.8K
$5.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.21KNew |
$197K - $234K
|
2.21K
$260K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.2K+ 50.27% |
$196K - $233K
|
6.57K
$774K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.2KNew |
$196K - $232K
|
2.2K
$259K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.19KNew |
$196K - $232K
|
2.19K
$258K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2.19KNew |
$195K - $232K
|
2.19K
$258K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.19KNew |
$195K - $231K
|
2.19K
$257K
|
|
|
Feb 20, 2025
Q3 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
2.16K+ 2.15% |
$193K - $229K
|
103K
$12.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
2.16K+ 31.85% |
$192K - $228K
|
8.94K
$1.05M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
2.15KNew |
$192K - $228K
|
2.15K
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.13KNew |
$190K - $225K
|
2.13K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2.11KNew |
$188K - $223K
|
2.11K
$248K
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
2.1KNew |
$187K - $222K
|
2.1K
$247K
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
2.09KNew |
$186K - $221K
|
2.09K
$246K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.09KNew |
$186K - $221K
|
2.09K
$246K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.08KNew |
$185K - $220K
|
2.08K
$245K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.06KNew |
$184K - $218K
|
2.06K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.03KNew |
$181K - $215K
|
2.03K
$240K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.01KNew |
$179K - $213K
|
2.01K
$237K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2KNew |
$179K - $212K
|
2K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
2KNew |
$178K - $212K
|
2K
$236K
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
1.97K+ 9.42% |
$175K - $208K
|
22.9K
$2.69M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.95KNew |
$174K - $207K
|
1.95K
$230K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.95K+ 3.94% |
$174K - $207K
|
51.5K
$6.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.94KNew |
$173K - $205K
|
1.94K
$228K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.78K+ 1.25% |
$159K - $188K
|
144K
$17M
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.77K+ 6.86% |
$157K - $187K
|
27.5K
$3.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.75K+ 454.69% |
$156K - $185K
|
2.13K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.73K+ 13.96% |
$154K - $183K
|
14.1K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.71K+ 0.47% |
$153K - $181K
|
367K
$43.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.68K+ 1.45% |
$150K - $178K
|
118K
$13.9M
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.64K+ 4.79% |
$146K - $174K
|
35.9K
$4.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
1.62K+ 22.95% |
$145K - $172K
|
8.7K
$1.02M
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.62K+ 20.77% |
$144K - $171K
|
9.41K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.56K+ 4.15% |
$139K - $166K
|
39.2K
$4.62M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.56K+ 34.18% |
$139K - $165K
|
6.11K
$720K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.54K+ 26.07% |
$138K - $163K
|
7.47K
$879K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.52K+ 26.35% |
$136K - $161K
|
7.3K
$859K
|
|
|
Nov 06, 2024
Q3 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
1.49K+ 4.77% |
$132K - $157K
|
32.6K
$3.84M
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
1.46K+ 1.64% |
$130K - $154K
|
90.2K
$10.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.38K+ 11.06% |
$123K - $146K
|
13.9K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.31K+ 6.44% |
$117K - $139K
|
21.7K
$2.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.28K+ 7.74% |
$114K - $135K
|
17.8K
$2.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.28KNew |
$114K - $135K
|
1.28K
$150K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.25K+ 228.65% |
$112K - $133K
|
1.8K
$212K
|