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 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-920- 6.73% |
$92.9K - $104K
|
12.8K
$1.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Dempze Nancy E
|
SELL
|
- |
-954- 24.13% |
$96.3K - $108K
|
3K
$356K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-959- 4.59% |
$96.8K - $109K
|
19.9K
$2.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-981- 14.11% |
$99K - $111K
|
5.97K
$708K
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-1.01K- 28.95% |
$101K - $114K
|
2.47K
$292K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.02K- 33.2% |
$103K - $115K
|
2.05K
$243K
|
|
|
Feb 13, 2025
Q4 2024
|
Aviva PLC
|
SELL
|
- |
-1.05K- 1.94% |
$106K - $119K
|
53.1K
$6.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.05K- 3.84% |
$106K - $119K
|
26.4K
$3.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.06K- 23.59% |
$107K - $121K
|
3.45K
$408K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.07K- 22.57% |
$108K - $121K
|
3.67K
$435K
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-1.08K- 2.09% |
$108K - $122K
|
50.5K
$5.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-1.09K- 16.66% |
$110K - $123K
|
5.43K
$644K
|
|
|
Feb 10, 2025
Q4 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-1.1K- 4.63% |
$111K - $125K
|
22.6K
$2.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.1K- 35.3% |
$111K - $125K
|
2.02K
$239K
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
SELL
|
- |
-1.21K- 10.11% |
$122K - $137K
|
10.7K
$1.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.22K- 5.34% |
$123K - $138K
|
21.6K
$2.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.22K- 57.65% |
$123K - $138K
|
897
$106K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.23K- 6.93% |
$124K - $140K
|
16.6K
$1.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.26K- 6.49% |
$127K - $143K
|
18.2K
$2.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.3K- 5.39% |
$131K - $147K
|
22.8K
$2.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.31K- 14.26% |
$132K - $149K
|
7.88K
$934K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.35K- 6.46% |
$136K - $153K
|
19.6K
$2.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.39K- 24.0% |
$141K - $158K
|
4.41K
$523K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.48K- 0.59% |
$149K - $168K
|
247K
$29.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-1.49K- 4.14% |
$151K - $169K
|
34.6K
$4.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-1.65K- 3.79% |
$167K - $187K
|
42K
$4.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.72K- 4.18% |
$173K - $195K
|
39.3K
$4.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.88K- 3.91% |
$190K - $213K
|
46.2K
$5.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.99K- 6.93% |
$201K - $226K
|
26.7K
$3.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.04K- 9.84% |
$206K - $232K
|
18.7K
$2.22M
|
|
|
Feb 11, 2025
Q4 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-2.11K- 64.52% |
$213K - $239K
|
1.16K
$137K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.12K- 6.58% |
$214K - $241K
|
30.1K
$3.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.22K- 6.34% |
$224K - $252K
|
32.8K
$3.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.23K- 1.55% |
$225K - $252K
|
142K
$16.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
SELL
|
- |
-2.23K- 16.45% |
$225K - $253K
|
11.3K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.29K- 2.39% |
$231K - $260K
|
93.5K
$11.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.31K- 99.91% |
$233K - $262K
|
2
$237
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.4K- 1.89% |
$242K - $272K
|
125K
$14.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-2.5K- 33.83% |
$252K - $283K
|
4.89K
$579K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.56K- 26.41% |
$259K - $291K
|
7.15K
$847K
|
|
|
Feb 03, 2025
Q4 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.61K- 8.24% |
$263K - $295K
|
29K
$3.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-2.67K- 2.06% |
$269K - $303K
|
127K
$15M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.71K- 2.82% |
$274K - $308K
|
93.4K
$11.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.88K- 32.96% |
$291K - $327K
|
5.86K
$694K
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-2.99K- 7.71% |
$302K - $340K
|
35.8K
$4.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3K- 0.98% |
$303K - $340K
|
304K
$36.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-3.04K- 2.45% |
$306K - $344K
|
121K
$14.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.11K- 24.94% |
$314K - $353K
|
9.37K
$1.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
SELL
|
- |
-3.23K- 7.84% |
$326K - $367K
|
38K
$4.5M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-3.39K- 9.42% |
$342K - $384K
|
32.5K
$3.86M
|