Purchases and Sales Made in Q4 2024 in Brown & Brown, Inc. (BRO)
This table provides information about the institutional ownership of Brown & Brown, Inc. (BRO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
12.9MNew |
$1.3B - $1.46B
|
12.9M
$1.41B
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
1.94MNew |
$196M - $220M
|
1.94M
$211M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.1M+ 11337.79% |
$111M - $125M
|
1.11M
$121M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
705KNew |
$71.1M - $80M
|
705K
$76.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
354K+ 108.95% |
$35.7M - $40.1M
|
679K
$73.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Eulav Asset Management
|
BUY
|
- |
255K+ 144.83% |
$25.7M - $28.9M
|
431K
$46.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
206K+ 11.9% |
$20.8M - $23.4M
|
1.94M
$211M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
112K+ 35.96% |
$11.3M - $12.7M
|
423K
$46.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
68.6K+ 10.12% |
$6.92M - $7.78M
|
746K
$81.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
67.2K+ 16.19% |
$6.78M - $7.62M
|
482K
$52.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
62.3K+ 8.0% |
$6.29M - $7.07M
|
842K
$91.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
61.7KNew |
$6.23M - $7M
|
61.7K
$6.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
56.4KNew |
$5.7M - $6.4M
|
56.4K
$6.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
54.2K+ 47.34% |
$5.48M - $6.15M
|
169K
$18.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
50.5K+ 19.89% |
$5.1M - $5.73M
|
304K
$33.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
50.4K+ 24.57% |
$5.09M - $5.72M
|
256K
$27.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
43.1K+ 8.65% |
$4.35M - $4.89M
|
541K
$58.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
40.9K+ 3.11% |
$4.13M - $4.64M
|
1.36M
$148M
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
29.8KNew |
$3M - $3.38M
|
29.8K
$3.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
26.3K+ 80.78% |
$2.66M - $2.99M
|
58.9K
$6.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
26.1K+ 6.75% |
$2.63M - $2.96M
|
412K
$44.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Dundas Partners LLP
Edinburgh, X0 |
BUY
|
- |
23.9K+ 4.99% |
$2.41M - $2.71M
|
503K
$54.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
20.6K+ 60.59% |
$2.08M - $2.34M
|
54.6K
$5.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
20.1KNew |
$2.03M - $2.28M
|
20.1K
$2.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
15.1K+ 20.59% |
$1.52M - $1.71M
|
88.4K
$9.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
14.7K+ 324.31% |
$1.49M - $1.67M
|
19.3K
$2.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
12.8KNew |
$1.29M - $1.45M
|
12.8K
$1.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
10.5K+ 27.53% |
$1.06M - $1.19M
|
48.8K
$5.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
BUY
|
- |
10KNew |
$1.01M - $1.14M
|
10K
$1.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
10K+ 46.27% |
$1.01M - $1.14M
|
31.7K
$3.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
9.47K+ 46.68% |
$956K - $1.07M
|
29.7K
$3.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.21KNew |
$929K - $1.04M
|
9.21K
$1M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
8.89KNew |
$897K - $1.01M
|
8.89K
$968K
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
8.85KNew |
$894K - $1M
|
8.85K
$964K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
7.84K+ 35.95% |
$791K - $889K
|
29.6K
$3.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
7.13K+ 15.72% |
$720K - $809K
|
52.5K
$5.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
6.88K+ 0.18% |
$694K - $780K
|
3.92M
$427M
|
|
|
Jan 15, 2025
Q4 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
6.67K+ 7.41% |
$673K - $757K
|
96.7K
$10.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.06KNew |
$612K - $687K
|
6.06K
$660K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6K+ 49.92% |
$606K - $681K
|
18K
$1.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
5.79K+ 1.01% |
$584K - $657K
|
578K
$62.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
5.52K+ 2.02% |
$557K - $626K
|
279K
$30.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
5.5KNew |
$555K - $624K
|
5.5K
$599K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.44K+ 144.72% |
$549K - $617K
|
9.2K
$1M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
5.15KNew |
$520K - $584K
|
5.15K
$561K
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
4.93K+ 39.02% |
$497K - $559K
|
17.6K
$1.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
4.21K+ 8.78% |
$425K - $478K
|
52.2K
$5.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4.14K+ 67.69% |
$418K - $469K
|
10.2K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
3.93K+ 156.09% |
$397K - $446K
|
6.45K
$703K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.75K+ 4.55% |
$379K - $426K
|
86.3K
$9.4M
|