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 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.1K+ 3.81% |
$98K - $116K
|
29.9K
$3.11M
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
1.1K+ 2.74% |
$98K - $116K
|
41.3K
$4.29M
|
|
Nov 13, 2024
Q3 2024
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
1.06K+ 0.96% |
$94.5K - $112K
|
111K
$11.5M
|
|
Nov 13, 2024
Q3 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
1.04K+ 5.06% |
$92.5K - $110K
|
21.5K
$2.24M
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.02K+ 17.63% |
$90.4K - $107K
|
6.77K
$703K
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
976+ 14.34% |
$87K - $103K
|
7.78K
$808K
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
974+ 6.91% |
$86.8K - $103K
|
15.1K
$1.56M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
963+ 4.44% |
$85.8K - $102K
|
22.7K
$2.35M
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
956+ 0.38% |
$85.2K - $101K
|
254K
$26.4M
|
|
Nov 13, 2024
Q3 2024
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
917+ 0.32% |
$81.7K - $97K
|
284K
$29.5M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
914+ 166.18% |
$81.4K - $96.7K
|
1.46K
$152K
|
|
Nov 14, 2024
Q3 2024
|
Aviva PLC
|
BUY
|
- |
900+ 1.69% |
$80.2K - $95.2K
|
54.1K
$5.62M
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
834+ 4.29% |
$74.3K - $88.3K
|
20.3K
$2.11M
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
828+ 2.89% |
$73.8K - $87.6K
|
29.5K
$3.06M
|
|
Nov 12, 2024
Q3 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
815+ 10.73% |
$72.6K - $86.2K
|
8.41K
$874K
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
789+ 14.67% |
$70.3K - $83.5K
|
6.17K
$640K
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
756+ 8.61% |
$67.4K - $80K
|
9.54K
$990K
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
754New |
$67.2K - $79.8K
|
754
$78.3K
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
753+ 6.42% |
$67.1K - $79.7K
|
12.5K
$1.3M
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
712+ 20.24% |
$63.4K - $75.3K
|
4.23K
$439K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
704+ 3.59% |
$62.7K - $74.5K
|
20.3K
$2.11M
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
703+ 26.68% |
$62.6K - $74.4K
|
3.34K
$347K
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
669+ 7.07% |
$59.6K - $70.8K
|
10.1K
$1.05M
|
|
Nov 13, 2024
Q3 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
595+ 2.42% |
$53K - $63K
|
25.2K
$2.62M
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
578+ 1.93% |
$51.5K - $61.2K
|
30.6K
$3.18M
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
562+ 1.23% |
$50.1K - $59.5K
|
46.2K
$4.8M
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
559New |
$49.8K - $59.2K
|
559
$58.1K
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
554+ 22.12% |
$49.4K - $58.6K
|
3.06K
$318K
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
525+ 2.21% |
$46.8K - $55.6K
|
24.3K
$2.52M
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
520+ 28.56% |
$46.3K - $55K
|
2.34K
$243K
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
498+ 10.61% |
$44.4K - $52.7K
|
5.19K
$539K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
486New |
$43.3K - $51.4K
|
486
$50.5K
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
482+ 18.83% |
$43K - $51K
|
3.04K
$316K
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
480+ 6.81% |
$42.8K - $50.8K
|
7.53K
$782K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
455+ 18.5% |
$40.5K - $48.1K
|
2.91K
$303K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
448+ 5.14% |
$39.9K - $47.4K
|
9.16K
$952K
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
438+ 4.64% |
$39K - $46.3K
|
9.89K
$1.03M
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
430+ 0.41% |
$38.3K - $45.5K
|
104K
$10.8M
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
421+ 0.71% |
$37.5K - $44.6K
|
59.6K
$6.18M
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
418+ 2.06% |
$37.2K - $44.2K
|
20.7K
$2.15M
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
406+ 5.72% |
$36.2K - $43K
|
7.5K
$779K
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
402+ 5.4% |
$35.8K - $42.5K
|
7.84K
$814K
|
|
Oct 21, 2024
Q3 2024
|
Suncoast Equity Management
|
BUY
|
- |
400+ 2.87% |
$35.6K - $42.3K
|
14.4K
$1.49M
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
370+ 3.13% |
$33K - $39.2K
|
12.2K
$1.27M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
357+ 12.97% |
$31.8K - $37.8K
|
3.11K
$323K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
350+ 54.18% |
$31.2K - $37K
|
996
$103K
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
350+ 1.7% |
$31.2K - $37K
|
20.9K
$2.17M
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
344+ 8.51% |
$30.7K - $36.4K
|
4.39K
$456K
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
325+ 13.72% |
$29K - $34.4K
|
2.69K
$280K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
325+ 315.53% |
$29K - $34.4K
|
428
$44.4K
|