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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
665+ 3.56% |
$44.4K - $50.4K
|
19.3K
$2.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
646+ 6.31% |
$43.1K - $48.9K
|
10.9K
$1.13M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
635+ 2.24% |
$42.4K - $48.1K
|
29K
$3.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
630+ 2.95% |
$42.1K - $47.7K
|
22K
$2.28M
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
628+ 7.89% |
$41.9K - $47.6K
|
8.59K
$892K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
628+ 7.89% |
$41.9K - $47.6K
|
8.59K
$892K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
613+ 0.63% |
$40.9K - $46.4K
|
98.5K
$10.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
602+ 10.17% |
$40.2K - $45.6K
|
6.52K
$677K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
590New |
$39.4K - $44.7K
|
590
$61.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
571+ 14.85% |
$38.1K - $43.3K
|
4.42K
$459K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
564+ 11.6% |
$37.7K - $42.7K
|
5.43K
$564K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
546+ 2873.68% |
$36.5K - $41.4K
|
565
$58.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
534+ 4.67% |
$35.7K - $40.5K
|
12K
$1.24M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
529+ 17.65% |
$35.3K - $40.1K
|
3.53K
$366K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
479+ 0.73% |
$32K - $36.3K
|
66.3K
$6.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
449+ 4.33% |
$30K - $34K
|
10.8K
$1.12M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
433New |
$28.9K - $32.8K
|
433
$45K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
368+ 1.54% |
$24.6K - $27.9K
|
24.3K
$2.52M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
368+ 3.69% |
$24.6K - $27.9K
|
10.3K
$1.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
365+ 10.75% |
$24.4K - $27.7K
|
3.76K
$390K
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
348+ 174.0% |
$23.2K - $26.4K
|
548
$56.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
325+ 9.22% |
$21.7K - $24.6K
|
3.85K
$400K
|
|
|
Feb 14, 2024
Q4 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
320+ 8.83% |
$21.4K - $24.2K
|
3.95K
$410K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
318+ 166.49% |
$21.2K - $24.1K
|
509
$52.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
302+ 1.99% |
$20.2K - $22.9K
|
15.5K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
282+ 1.61% |
$18.8K - $21.4K
|
17.8K
$1.85M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
276+ 6.14% |
$18.4K - $20.9K
|
4.77K
$496K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
262+ 3.47% |
$17.5K - $19.9K
|
7.81K
$811K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
239+ 29.95% |
$16K - $18.1K
|
1.04K
$108K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
236+ 4.45% |
$15.8K - $17.9K
|
5.54K
$575K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
229+ 0.56% |
$15.3K - $17.4K
|
41.4K
$4.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
200+ 3.23% |
$13.4K - $15.2K
|
6.39K
$663K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.49% |
$13.4K - $15.2K
|
40.9K
$4.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
200+ 1.1% |
$13.4K - $15.2K
|
18.4K
$1.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
196New |
$13.1K - $14.9K
|
196
$20.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
195+ 32.02% |
$13K - $14.8K
|
804
$83.5K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
187+ 22.78% |
$12.5K - $14.2K
|
1.01K
$105K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
181+ 1.08% |
$12.1K - $13.7K
|
17K
$1.77M
|
|
|
Jan 16, 2024
Q4 2023
|
Tributary Capital Management, LLC
|
BUY
|
- |
174+ 1.05% |
$11.6K - $13.2K
|
16.7K
$1.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
158+ 2.57% |
$10.6K - $12K
|
6.32K
$656K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
150New |
$10K - $11.4K
|
150
$15.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
133+ 117.7% |
$8.88K - $10.1K
|
246
$25.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
132+ 0.27% |
$8.81K - $10K
|
48.8K
$5.06M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
123+ 4.2% |
$8.21K - $9.32K
|
3.05K
$317K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
108+ 39.13% |
$7.21K - $8.18K
|
384
$39.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
BUY
|
- |
102+ 0.46% |
$6.81K - $7.73K
|
22.4K
$2.32M
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.15% |
$6.68K - $7.58K
|
64.7K
$6.71M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
96+ 53.63% |
$6.41K - $7.27K
|
275
$28.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
87New |
$5.81K - $6.59K
|
87
$9.03K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
84+ 1.97% |
$5.61K - $6.36K
|
4.35K
$452K
|