Purchases and Sales Made in Q4 2023 in Brown & Brown, Inc. (BRO)
This table provides information about the institutional ownership of Brown & Brown, Inc. (BRO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
22.9K+ 11.14% |
$1.53M - $1.74M
|
229K
$23.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
20.7K+ 44.97% |
$1.38M - $1.57M
|
66.6K
$6.92M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
20.1K+ 20.95% |
$1.34M - $1.52M
|
116K
$12.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Mizuho Markets Americas LLC
|
BUY
|
- |
19.6K+ 43.21% |
$1.31M - $1.48M
|
64.9K
$6.74M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
19.6K+ 65.83% |
$1.31M - $1.48M
|
49.2K
$5.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
19.3K+ 1.31% |
$1.29M - $1.46M
|
1.49M
$155M
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
19K+ 26.8% |
$1.27M - $1.44M
|
90K
$9.35M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
18.6K+ 2.91% |
$1.24M - $1.41M
|
657K
$68.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
18.3KNew |
$1.22M - $1.38M
|
18.3K
$1.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
17.5K+ 12.08% |
$1.17M - $1.32M
|
162K
$16.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
17.1K+ 2.44% |
$1.14M - $1.3M
|
717K
$74.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
17.1K+ 45.26% |
$1.14M - $1.3M
|
54.9K
$5.7M
|
|
|
Aug 20, 2024
Q4 2023
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
16.6KNew |
$1.11M - $1.26M
|
16.6K
$1.72M
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
16K+ 133233.33% |
$1.07M - $1.21M
|
16K
$1.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
16K+ 6.67% |
$1.07M - $1.21M
|
256K
$26.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
14.4KNew |
$962K - $1.09M
|
14.4K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
14.4K+ 118.59% |
$959K - $1.09M
|
26.5K
$2.75M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14.2K+ 155.85% |
$949K - $1.08M
|
23.3K
$2.42M
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
13.9K+ 4.6% |
$931K - $1.06M
|
317K
$32.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
13.5KNew |
$901K - $1.02M
|
13.5K
$1.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
13.4K+ 10.18% |
$896K - $1.02M
|
145K
$15.1M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
13.4K+ 71.59% |
$892K - $1.01M
|
32K
$3.32M
|
|
|
Jan 29, 2024
Q4 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
12.7K+ 13.39% |
$851K - $966K
|
108K
$11.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
12.1K+ 21.32% |
$811K - $920K
|
69.1K
$7.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
11.8K+ 41.25% |
$789K - $895K
|
40.4K
$4.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.7K+ 11.16% |
$784K - $890K
|
117K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
11.7K+ 10.36% |
$778K - $883K
|
124K
$12.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Unigestion Holding Sa
|
BUY
|
- |
11.6KNew |
$776K - $880K
|
11.6K
$1.21M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
11.6K+ 86.86% |
$772K - $876K
|
24.9K
$2.58M
|
|
|
Jun 14, 2024
Q4 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
11.2KNew |
$745K - $846K
|
11.2K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
11.1K+ 2.97% |
$741K - $841K
|
385K
$40M
|
|
|
Feb 14, 2024
Q4 2023
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
10.9KNew |
$725K - $823K
|
10.9K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
10.6KNew |
$705K - $800K
|
10.6K
$1.1M
|
|
|
May 09, 2024
Q4 2023
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
10.5KNew |
$703K - $798K
|
10.5K
$1.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.3K+ 205.98% |
$688K - $781K
|
15.3K
$1.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
BUY
|
- |
9.68K+ 4.53% |
$646K - $733K
|
224K
$23.2M
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
9.33KNew |
$623K - $707K
|
9.33K
$969K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.76KNew |
$585K - $663K
|
8.76K
$909K
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
8.57K+ 6.77% |
$573K - $650K
|
135K
$14M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.45K+ 5.16% |
$564K - $640K
|
172K
$17.9M
|
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
7.83K+ 32.63% |
$523K - $594K
|
31.8K
$3.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
7.6KNew |
$507K - $576K
|
7.6K
$789K
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
7.5KNew |
$501K - $568K
|
7.5K
$779K
|
|
|
Jan 11, 2024
Q4 2023
|
Handelsinvest Investeringsforvaltning
|
BUY
|
- |
7.43KNew |
$496K - $563K
|
7.43K
$772K
|
|
|
Feb 08, 2024
Q4 2023
|
Dundas Partners LLP
Edinburgh, X0 |
BUY
|
- |
6.94K+ 1.59% |
$464K - $526K
|
445K
$46.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.62K+ 58.31% |
$442K - $501K
|
18K
$1.87M
|
|
|
Feb 08, 2024
Q4 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
6.44KNew |
$430K - $488K
|
6.44K
$669K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.23KNew |
$416K - $472K
|
6.23K
$647K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.97KNew |
$399K - $452K
|
5.97K
$620K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.94K+ 11.98% |
$397K - $450K
|
55.5K
$5.77M
|