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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-72- 2.93% |
$7.27K - $8.17K
|
2.38K
$220K
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-82- 1.2% |
$8.28K - $9.3K
|
6.73K
$620K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-82- 2.53% |
$8.28K - $9.3K
|
3.16K
$291K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-92- 3.28% |
$9.29K - $10.4K
|
2.72K
$250K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-96- 3.95% |
$9.69K - $10.9K
|
2.34K
$215K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-100- 4.17% |
$10.1K - $11.3K
|
2.3K
$212K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-102- 2.6% |
$10.3K - $11.6K
|
3.81K
$352K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-106- 2.62% |
$10.7K - $12K
|
3.95K
$364K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-107- 7.49% |
$10.8K - $12.1K
|
1.32K
$122K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-112- 0.39% |
$11.3K - $12.7K
|
28.3K
$2.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-113- 2.83% |
$11.4K - $12.8K
|
3.88K
$358K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-119- 5.39% |
$12K - $13.5K
|
2.09K
$193K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-126- 1.56% |
$12.7K - $14.3K
|
7.93K
$732K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-142- 16.67% |
$14.3K - $16.1K
|
710
$65.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-144- 14.05% |
$14.5K - $16.3K
|
881
$81.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-145- 2.23% |
$14.6K - $16.4K
|
6.37K
$587K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-149- 57.53% |
$15K - $16.9K
|
110
$10.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-161- 1.97% |
$16.2K - $18.3K
|
8.02K
$739K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-178- 2.71% |
$18K - $20.2K
|
6.4K
$590K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-189- 2.53% |
$19.1K - $21.4K
|
7.28K
$671K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-190- 1.0% |
$19.2K - $21.5K
|
18.9K
$1.74M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-200- 0.38% |
$20.2K - $22.7K
|
51.8K
$4.78M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-209- 7.39% |
$21.1K - $23.7K
|
2.62K
$242K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-210- 7.13% |
$21.2K - $23.8K
|
2.74K
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-217- 6.96% |
$21.9K - $24.6K
|
2.9K
$267K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-217- 0.42% |
$21.9K - $24.6K
|
51.4K
$4.74M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-222- 29.33% |
$22.4K - $25.2K
|
535
$49.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-224- 1.36% |
$22.6K - $25.4K
|
16.3K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-251- 92.96% |
$25.3K - $28.5K
|
19
$1.75K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-259- 6.18% |
$26.1K - $29.4K
|
3.93K
$362K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-263- 2.27% |
$26.5K - $29.8K
|
11.3K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-264- 2.21% |
$26.6K - $29.9K
|
11.7K
$1.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Heron Bay Capital Management
|
SELL
|
- |
-275- 0.28% |
$27.8K - $31.2K
|
98.6K
$9.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-280- 7.89% |
$28.3K - $31.8K
|
3.27K
$301K
|
|
|
Jul 31, 2025
Q4 2024
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-280- 7.89% |
$28.3K - $31.8K
|
3.27K
$301K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-288- 1.89% |
$29.1K - $32.7K
|
14.9K
$1.37M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-300- 2.59% |
$30.3K - $34K
|
11.3K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-300- 0.42% |
$30.3K - $34K
|
70.9K
$6.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-308- 6.38% |
$31.1K - $34.9K
|
4.52K
$417K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-317- 0.61% |
$32K - $36K
|
51.3K
$4.73M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-339- 10.32% |
$34.2K - $38.4K
|
2.95K
$272K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-365- 5.77% |
$36.8K - $41.4K
|
5.96K
$550K
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-365- 2.8% |
$36.8K - $41.4K
|
12.7K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-366- 3.7% |
$36.9K - $41.5K
|
9.52K
$878K
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-381- 1.28% |
$38.5K - $43.2K
|
29.4K
$2.71M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-404- 6.21% |
$40.8K - $45.8K
|
6.1K
$562K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-415- 5.53% |
$41.9K - $47.1K
|
7.08K
$653K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-416- 6.14% |
$42K - $47.2K
|
6.36K
$586K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-426- 0.34% |
$43K - $48.3K
|
124K
$11.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-432- 14.03% |
$43.6K - $49K
|
2.65K
$244K
|