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 08, 2024
Q4 2023
|
Lindenwold Advisors
|
SELL
|
- |
-251- 2.69% |
$16.8K - $19K
|
9.08K
$982K
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-252- 1.83% |
$16.8K - $19.1K
|
13.5K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-263- 7.3% |
$17.6K - $19.9K
|
3.34K
$361K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-269- 6.71% |
$18K - $20.4K
|
3.74K
$405K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-271- 5.69% |
$18.1K - $20.5K
|
4.49K
$485K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-282- 17.14% |
$18.8K - $21.4K
|
1.36K
$147K
|
|
|
Feb 01, 2024
Q4 2023
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-300- 0.63% |
$20K - $22.7K
|
47.6K
$5.15M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 2.05% |
$20K - $22.7K
|
14.3K
$1.55M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-304- 1.57% |
$20.3K - $23K
|
19K
$2.05M
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-315- 2.05% |
$21K - $23.9K
|
15.1K
$1.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-323- 0.86% |
$21.6K - $24.5K
|
37.4K
$4.04M
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-326- 3.55% |
$21.8K - $24.7K
|
8.85K
$956K
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-328- 2.01% |
$21.9K - $24.9K
|
16K
$1.73M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-366- 0.28% |
$24.4K - $27.7K
|
132K
$14.3M
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-380- 1.15% |
$25.4K - $28.8K
|
32.7K
$3.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-389- 1.74% |
$26K - $29.5K
|
22K
$2.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-414- 16.15% |
$27.6K - $31.4K
|
2.15K
$232K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-451- 5.15% |
$30.1K - $34.2K
|
8.31K
$899K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-460- 1.55% |
$30.7K - $34.9K
|
29.2K
$3.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-460- 1.68% |
$30.7K - $34.9K
|
26.9K
$2.91M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-463- 18.02% |
$30.9K - $35.1K
|
2.11K
$228K
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-500- 1.09% |
$33.4K - $37.9K
|
45.3K
$4.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-572- 9.07% |
$38.2K - $43.3K
|
5.73K
$620K
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-574- 1.8% |
$38.3K - $43.5K
|
31.3K
$3.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-636- 5.78% |
$42.5K - $48.2K
|
10.4K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-637- 7.2% |
$42.5K - $48.3K
|
8.21K
$887K
|
|
|
Jan 12, 2024
Q4 2023
|
Heron Bay Capital Management
|
SELL
|
- |
-639- 0.58% |
$42.7K - $48.4K
|
110K
$11.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-650- 23.12% |
$43.4K - $49.3K
|
2.16K
$234K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-663- 6.42% |
$44.3K - $50.2K
|
9.66K
$1.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-681- 9.46% |
$45.5K - $51.6K
|
6.51K
$704K
|
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-695- 0.31% |
$46.4K - $52.7K
|
224K
$24.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-743- 8.48% |
$49.6K - $56.3K
|
8.02K
$867K
|
|
|
Feb 02, 2024
Q4 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-745- 8.65% |
$49.8K - $56.4K
|
7.87K
$851K
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-760- 3.88% |
$50.8K - $57.6K
|
18.8K
$2.04M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-774- 15.25% |
$51.7K - $58.6K
|
4.3K
$465K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-775- 48.32% |
$51.8K - $58.7K
|
829
$89.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-877- 0.47% |
$58.6K - $66.5K
|
186K
$20.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-877- 21.32% |
$58.6K - $66.5K
|
3.24K
$350K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-914- 2.46% |
$61K - $69.3K
|
36.2K
$3.92M
|
|
|
Jan 22, 2024
Q4 2023
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-921- 11.16% |
$61.5K - $69.8K
|
7.33K
$792K
|
|
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-928- 0.08% |
$62K - $70.3K
|
1.12M
$121M
|
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-933- 4.41% |
$62.3K - $70.7K
|
20.2K
$2.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-940- 12.59% |
$62.8K - $71.2K
|
6.53K
$706K
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-942- 1.52% |
$62.9K - $71.4K
|
61.2K
$6.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-971- 20.17% |
$64.8K - $73.6K
|
3.84K
$416K
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-983- 23.61% |
$65.6K - $74.5K
|
3.18K
$344K
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.03K- 14.98% |
$68.5K - $77.7K
|
5.82K
$630K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.08K- 9.84% |
$71.8K - $81.5K
|
9.85K
$1.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-1.16K- 3.15% |
$77.6K - $88K
|
35.8K
$3.87M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.17K- 8.11% |
$77.8K - $88.3K
|
13.2K
$1.43M
|