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 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
666+ 2.66% |
$67.2K - $75.5K
|
25.7K
$2.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
655New |
$66.1K - $74.3K
|
655
$71.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
654+ 44.67% |
$66K - $74.2K
|
2.12K
$230K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
647+ 3.31% |
$65.3K - $73.4K
|
20.2K
$2.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
617+ 14.27% |
$62.3K - $70K
|
4.94K
$536K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
610+ 7.48% |
$61.6K - $69.2K
|
8.77K
$952K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
608+ 8.33% |
$61.4K - $69K
|
7.91K
$858K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
607+ 13.47% |
$61.3K - $68.8K
|
5.11K
$555K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
598+ 1.57% |
$60.4K - $67.8K
|
38.6K
$4.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
598+ 3.97% |
$60.4K - $67.8K
|
15.7K
$1.7M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
561+ 0.63% |
$56.6K - $63.6K
|
90.3K
$9.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
500+ 9.63% |
$50.5K - $56.7K
|
5.69K
$618K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
421+ 0.82% |
$42.5K - $47.7K
|
51.9K
$5.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
407+ 13.09% |
$41.1K - $46.2K
|
3.52K
$382K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
406+ 6.68% |
$41K - $46K
|
6.48K
$704K
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
399+ 7.64% |
$40.3K - $45.3K
|
5.62K
$610K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
398+ 3.93% |
$40.2K - $45.1K
|
10.5K
$1.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
396+ 25.8% |
$40K - $44.9K
|
1.93K
$210K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
361+ 1.22% |
$36.4K - $40.9K
|
29.8K
$3.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
358New |
$36.1K - $40.6K
|
358
$38.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
350+ 2.27% |
$35.3K - $39.7K
|
15.8K
$1.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
341+ 3.62% |
$34.4K - $38.7K
|
9.75K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
324+ 8.8% |
$32.7K - $36.7K
|
4.01K
$435K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
322+ 1.02% |
$32.5K - $36.5K
|
31.9K
$3.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
316+ 2.78% |
$31.9K - $35.8K
|
11.7K
$1.27M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
300New |
$30.3K - $34K
|
300
$32.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
272New |
$27.5K - $30.9K
|
272
$29.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
254+ 445.61% |
$25.6K - $28.8K
|
311
$33.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
254+ 10.11% |
$25.6K - $28.8K
|
2.77K
$300K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
252+ 2.91% |
$25.4K - $28.6K
|
8.92K
$969K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
234+ 130.73% |
$23.6K - $26.5K
|
413
$44.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
232+ 41.5% |
$23.4K - $26.3K
|
791
$85.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
228+ 9.37% |
$23K - $25.9K
|
2.66K
$289K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
217+ 79.49% |
$21.9K - $24.6K
|
490
$53.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
217+ 9.22% |
$21.9K - $24.6K
|
2.57K
$279K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
207+ 34.27% |
$20.9K - $23.5K
|
811
$88K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
191+ 75.49% |
$19.3K - $21.7K
|
444
$48.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
190+ 1.65% |
$19.2K - $21.5K
|
11.7K
$1.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
183+ 5.6% |
$18.5K - $20.8K
|
3.45K
$374K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
173New |
$17.5K - $19.6K
|
173
$18.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
172+ 1.53% |
$17.4K - $19.5K
|
11.4K
$1.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
167+ 0.86% |
$16.9K - $18.9K
|
19.7K
$2.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
162+ 122.73% |
$16.4K - $18.4K
|
294
$31.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
157+ 6.77% |
$15.8K - $17.8K
|
2.48K
$269K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
154+ 0.14% |
$15.5K - $17.5K
|
107K
$11.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
143+ 4.58% |
$14.4K - $16.2K
|
3.27K
$354K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
140+ 0.68% |
$14.1K - $15.9K
|
20.9K
$2.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
139+ 0.91% |
$14K - $15.8K
|
15.5K
$1.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
130+ 0.64% |
$13.1K - $14.7K
|
20.4K
$2.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
122+ 0.1% |
$12.3K - $13.8K
|
118K
$12.8M
|