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 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.04K- 9.84% |
$206K - $232K
|
18.7K
$2.02M
|
|
|
Feb 11, 2025
Q4 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-2.11K- 64.52% |
$213K - $239K
|
1.16K
$125K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.12K- 6.58% |
$214K - $241K
|
30.1K
$3.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.22K- 6.34% |
$224K - $252K
|
32.8K
$3.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.23K- 1.55% |
$225K - $252K
|
142K
$15.3M
|
|
|
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
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.29K- 2.39% |
$231K - $260K
|
93.5K
$10.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.31K- 99.91% |
$233K - $262K
|
2
$216
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.4K- 1.89% |
$242K - $272K
|
125K
$13.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-2.5K- 33.83% |
$252K - $283K
|
4.89K
$528K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.56K- 26.41% |
$259K - $291K
|
7.15K
$773K
|
|
|
Feb 03, 2025
Q4 2024
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.61K- 8.24% |
$263K - $295K
|
29K
$3.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-2.67K- 2.06% |
$269K - $303K
|
127K
$13.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.71K- 2.82% |
$274K - $308K
|
93.4K
$10.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.88K- 32.96% |
$291K - $327K
|
5.86K
$633K
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-2.99K- 7.71% |
$302K - $340K
|
35.8K
$3.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3K- 0.98% |
$303K - $340K
|
304K
$32.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-3.04K- 2.45% |
$306K - $344K
|
121K
$13.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.11K- 24.94% |
$314K - $353K
|
9.37K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
SELL
|
- |
-3.23K- 7.84% |
$326K - $367K
|
38K
$4.11M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-3.39K- 9.42% |
$342K - $384K
|
32.5K
$3.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.48K- 7.46% |
$351K - $395K
|
43.2K
$4.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-3.82K- 24.6% |
$385K - $433K
|
11.7K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-3.85K- 6.32% |
$389K - $437K
|
57K
$6.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-3.89K- 4.08% |
$393K - $441K
|
91.5K
$9.89M
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-4.1K- 4.28% |
$414K - $465K
|
91.7K
$9.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-4.16K- 62.24% |
$419K - $471K
|
2.52K
$273K
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-4.39K- 19.64% |
$443K - $497K
|
18K
$1.94M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-4.43K- 8.14% |
$447K - $503K
|
50K
$5.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-4.76K- 5.01% |
$480K - $540K
|
90.2K
$9.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-4.96K- 1.2% |
$501K - $563K
|
407K
$44.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-4.97K- 40.35% |
$501K - $563K
|
7.34K
$794K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-5.26K- 71.66% |
$531K - $596K
|
2.08K
$225K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.53K- 33.17% |
$558K - $627K
|
11.1K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-6.06K- 13.04% |
$611K - $687K
|
40.4K
$4.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-6.07K- 13.28% |
$612K - $688K
|
39.6K
$4.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.11K- 11.27% |
$617K - $693K
|
48.1K
$5.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-6.22K- 15.86% |
$628K - $705K
|
33K
$3.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-6.56K- 21.8% |
$663K - $744K
|
23.5K
$2.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-6.8K- 4.62% |
$686K - $771K
|
140K
$15.2M
|
|
|
Feb 12, 2025
Q4 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-6.91K- 0.62% |
$697K - $784K
|
1.1M
$119M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-6.99K- 39.95% |
$706K - $793K
|
10.5K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.4K- 32.67% |
$747K - $839K
|
15.3K
$1.65M
|
|
|
Apr 28, 2025
Q4 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-7.47K- 13.92% |
$754K - $847K
|
46.2K
$5M
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-7.5K- 6.36% |
$757K - $850K
|
110K
$11.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-7.63K- 30.24% |
$770K - $865K
|
17.6K
$1.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.06K- 46.75% |
$814K - $915K
|
9.19K
$993K
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-8.07K- 40.53% |
$815K - $915K
|
11.8K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.16K- 4.38% |
$824K - $926K
|
178K
$19.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-8.53K- 18.45% |
$861K - $968K
|
37.7K
$4.08M
|